Unclaimed
Katherine Snyder is a financial advisor with Cambridge Investment Research, Inc. She is registered with FINRA and has a Series 7, Series 6, and Series 63 license. Katherine has been in the financial services industry since July 2021.
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.
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.
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2
NC
07/06/2022 - Present
Cambridge Investment Research, Inc. (Wilmington NC)
BC
Issued 05/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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