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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristy? Claim Your ProfileKristy Michelle Snippert is a financial advisor with LPL Financial LLC in Fairview, Pennsylvania. Kristy has been working in the financial services industry since 2003. Kristy specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. Previously, Kristy worked for Citizens Securities, Inc., LPL Financial LLC, NatCity Investments, Inc., PNC Investments and J.J.B. Hilliard, W.L. Lyons, 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/15/2018 - Present
LPL Financial LLC (FAIRVIEW PA)
PA
06/06/2012 - 03/13/2018
CITIZENS SECURITIES, INC. (MEADVILLE PA)
PA
09/09/2009 - 05/25/2012
LPL FINANCIAL LLC (ERIE PA)
PA
09/14/2007 - 09/09/2009
NATCITY INVESTMENTS, INC. (ERIE PA)
PA
01/01/2004 - 09/21/2005
PNC INVESTMENTS (PITTSBURGH PA)
KY
02/20/2003 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BOTH
Issued 04/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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