Unclaimed
Lindsay Marie Snyder is a financial advisor with Cambridge Investment Research Advisors, Inc. Lindsay has been in the industry since August 2002. Previously, Lindsay worked at Fulcrum Securities, LLC, SunTrust Investment Services, Inc., MML Investors Services, Inc. and ING Furman Selz Financial Services LLC. Lindsay is registered in 20 states as a Broker Dealer. Lindsay also holds registrations as a Investment Advisor in the state of Virginia.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
03/04/2014 - Present
Cambridge Investment Research Advisors, Inc. (RESTON VA)
VA
03/17/2008 - 03/17/2014
FULCRUM SECURITIES, LLC (RESTON VA)
VA
11/06/2003 - 03/24/2008
SUNTRUST INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
MA
08/13/2003 - 11/10/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
06/14/2002 - 06/19/2003
ING FURMAN SELZ FINANCIAL SERVICES LLC (NEW YORK NY)
BOTH
Issued 11/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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