Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Snoots is a registered representative with Principal Securities, Inc. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is licensed in 51 states and the District of Columbia. Jeffrey specializes in providing financial planning services to individuals, families, and businesses. Jeffrey also provides portfolio management services. Jeffrey previously worked with Fifth Third Securities, Inc., Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., and T. Rowe Price Investment Services, 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/11/2020 - Present
Principal Securities, Inc. (DES MOINES IA)
NC
02/16/2011 - 05/25/2016
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
NC
01/01/2008 - 02/20/2009
FIDELITY BROKERAGE SERVICES LLC (CHARLOTTE NC)
RI
09/28/2000 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MD
07/10/1996 - 09/11/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 04/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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