Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristi? Claim Your ProfileKristi Snyder is a financial advisor with Grove Point Investments, LLC. Kristi is a registered representative with Series 7 and Series 63 licenses. She has been in the financial industry since 1991 and has a broad range of experience. Kristi has been with Grove Point Investments, LLC since 2000. Prior to that, Kristi was with Hagerty, Stewart & Associates, Inc., Dean Witter Reynolds Inc., F.D. Roberts Securities, Inc., and Thomas James Associates, Inc.
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
CA
05/26/2000 - Present
Grove Point Investments, LLC (Tustin CA)
CA
12/23/1997 - 06/06/2000
HAGERTY, STEWART & ASSOCIATES, INC. (SAN DIEGO CA)
NY
05/29/1991 - 02/06/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
05/23/1989 - 10/02/1989
F.D. ROBERTS SECURITIES, INC. (PARAMUS NJ)
NA
05/23/1989 - 09/30/1989
THOMAS JAMES ASSOCIATES, INC.
BC
Issued 11/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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