Unclaimed
Jill A. Snyder-stahl has over 33 years of experience in the financial services industry. Jill A. Snyder-stahl is a registered representative of PlanMember Securities Corp. and has been active in the industry since January 1990. Jill A. Snyder-stahl specializes in providing financial planning, investment advisory, and insurance services to individuals, families, and businesses. Jill A. Snyder-stahl is committed to providing her clients with personalized financial solutions that meet their individual needs and goals.
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.
Provides investment supervisory services
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.
1
2
WI
08/09/2023 - Present
Planmember Securities Corp. (Delafield WI)
WI
01/31/2005 - 08/09/2023
GWN SECURITIES INC. (DELAFIELD WI)
IL
08/01/2000 - 01/31/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
01/31/1990 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IN
01/04/1995 - 11/05/1999
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 12/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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