Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kirk? Claim Your ProfileKirk Snyder is a financial advisor with Sovran Advisors, LLC. Kirk has been in the industry since 1999 and has held licenses in multiple states. Kirk has also been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Electronic Trading Group, LLC. Kirk specializes in financial planning and asset management.
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.
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.
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2
CA
11/15/2024 - Present
Sovran Advisors, LLC (Costa Mesa CA)
CA
04/20/2010 - 02/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
NY
06/02/1997 - 04/09/2001
ELECTRONIC TRADING GROUP, LLC (NEW YORK NY)
CA
04/29/1997 - 06/12/1997
D. A. CAMPBELL COMPANY INC. (LOS ANGELES CA)
BOTH
Issued 05/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/30/1991
Series 2 - Non-Member General Securities Examination
BC
Issued 06/10/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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