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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Boyd Snyder is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with J. W. Cole Advisors, Inc. and J. W. Cole Financial, Inc. in Connecticut and Florida. Jeffrey has previously worked at FIRST ALLIED SECURITIES, INC. and FFP SECURITIES, INC. in Connecticut. Jeffrey has Series 6, 7, 26, 63, and 65 licenses and has earned the Certified Financial Planner designation. Jeffrey specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
01/13/2017 - Present
J. W. Cole Advisors, Inc. (Glastonbury CT)
CT
05/30/2008 - 01/11/2017
FIRST ALLIED SECURITIES, INC. (GLASTONBURY CT)
CT
01/22/2003 - 05/30/2008
FFP SECURITIES, INC. (GLASTONBURY CT)
CT
12/15/2000 - 09/25/2002
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BC
Issued 07/12/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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