Unclaimed
John O Snyder is a financial advisor registered with Ameriprise Financial Services, LLC. John is a Certified Financial Planner and Chartered Financial Consultant. John O Snyder has been in the industry since December 28, 2015. John O Snyder is licensed in Colorado, Texas, Arizona, California, Florida, Illinois, Kansas, Maryland, Minnesota, Nevada, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Utah, Washington and Wyoming. John O Snyder currently works with individuals, high net worth individuals, businesses, corporations, trusts, pension plans, charities, and insurance companies. John O Snyder provides portfolio management for businesses and individuals, financial planning, pension consulting, and education seminars.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
AZ
01/19/2022 - Present
Ameriprise Financial Services, LLC (Peoria AZ)
AZ
12/29/2015 - 09/16/2021
NYLIFE SECURITIES LLC (SCOTTSDALE AZ)
BOTH
Issued 04/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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