Unclaimed
John Joseph Snyder is an investment advisor representative with Cetera Investment Advisers LLC. John has been in the financial services industry since 1984 and has experience working with individuals, businesses, and charitable organizations. John holds the Series 7, Series 63, and Series 65 licenses and is registered in 24 states. John offers a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. John is also an independent insurance agent, and a 100% owner of Station Capital Naples, which is a real estate rental business.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (WASHINGTON PA)
PA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (WASHINGTON PA)
NY
12/07/1998 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NJ
08/08/1995 - 12/08/1998
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
PA
10/26/1984 - 08/03/1995
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 04/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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