Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey D Snyder is a financial advisor working with Cadaret, Grant & CO., Inc. Jeffrey has been in the financial services industry for over 23 years and has experience working with individuals, businesses, and institutions. Jeffrey's specialties include financial planning, portfolio management, and retirement planning. Jeffrey has held previous roles at Securities America, Inc., Invest Financial Corporation, and Veravest Investments, Inc. Jeffrey also operates a CPA firm. Jeffrey is a licensed CPA, and has the Series 66, Series 7, and Series 24 licenses.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/06/2023 - Present
Cadaret, Grant & CO., Inc. (Syracuse NY)
CT
07/17/2020 - 06/09/2023
SECURITIES AMERICA, INC. (GLASTONBURY CT)
CT
09/29/2015 - 07/17/2020
INVESTACORP, INC. (GLASTONBURY CT)
CT
08/31/2007 - 09/10/2015
INVEST FINANCIAL CORPORATION (GLASTONBURY CT)
CT
11/21/2003 - 08/30/2007
SECURITIES AMERICA, INC. (HEBRON CT)
MA
12/22/1999 - 11/21/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 12/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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