Unclaimed
Larry Sherwood Snyder is a registered representative with Wells Fargo Clearing Services, LLC. Larry has been in the securities industry since February 2008. Larry is a licensed professional with a Series 7 and Series 66 license and has been registered with the state of North Carolina since July 2008. Larry holds a Securities Industry Essentials (SIE) license. Larry has experience working with various client types, including individuals, corporations, and institutions. Larry's specializations include: investment consulting services, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Larry can be reached at Wells Fargo Clearing Services, LLC's Charlotte, NC branch office, located at 550 S TRYON ST 44TH FL, [N1/N9-RBO].
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
NC
07/28/2008 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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