Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brian Snyder is a financial advisor with Charles Schwab & CO., Inc., a firm that manages over $50 billion in assets. Jeffrey has been working in the financial services industry since 1994. Jeffrey specializes in providing financial planning services. Jeffrey has experience working with TD Ameritrade, Inc., and Scottrade, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
11/10/2021 - Present
Charles Schwab & CO., Inc. (Walnut Creek CA)
CA
02/26/2018 - 06/15/2022
TD AMERITRADE, INC. (WALNUT CREEK CA)
CA
07/29/2008 - 02/26/2018
SCOTTRADE, INC. (OAKLAND CA)
CA
11/07/1997 - 12/04/2007
TD AMERITRADE, INC. (WALNUT CREEK CA)
CA
06/07/1995 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
KS
05/12/1994 - 11/30/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
NA
07/08/1993 - 02/15/1994
F.N. WOLF & CO., INC.
BOTH
Issued 06/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 06/29/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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