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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 Clayton Snyder is a financial advisor with over 25 years of experience. He currently works at Cambridge Investment Research Advisors, Inc. Jeffrey has been a licensed financial advisor since 1993 and holds Series 6, 63, and 65 licenses. Jeffrey has been a licensed advisor in California since 2016. Jeffrey has experience working with clients in a variety of industries, including insurance, real estate, and advisory services. Jeffrey is a licensed insurance agent and a Registered Representative. He holds multiple licenses and designations. Jeffrey offers a range of services, including financial planning, portfolio management, pension consulting, educational seminars, and market timing services. Jeffrey is committed to providing his clients with the highest level of service.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
08/23/2023 - Present
Cambridge Investment Research Advisors, Inc. (San Ramon CA)
CA
09/09/2010 - 07/01/2015
MML INVESTORS SERVICES, LLC (SAN FRANCISCO CA)
CA
11/20/2006 - 08/04/2010
SIGNATOR INVESTORS, INC. (WALNUT CREEK CA)
CA
02/09/2005 - 11/08/2006
NYLIFE SECURITIES INC. (EMERYVILLE CA)
WI
09/12/2000 - 07/12/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/12/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
12/22/1993 - 03/02/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/26/1993 - 03/02/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 06/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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