Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mandy? Claim Your ProfileMandy Sue Snider is a financial advisor with Fidelity Personal And Workplace Advisors. Mandy has been in the financial services industry since 2009. Mandy has a Series 7 and Series 63 license and is registered in 12 states: Delaware, Florida, Idaho, Kentucky, Massachusetts, New Jersey, New York, Pennsylvania, Texas, and Utah. Mandy specializes in providing financial planning and investment advice to individuals and businesses. She has experience working with clients of all ages and income levels. Mandy also has experience working with charitable organizations and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
12/01/2023 - Present
Fidelity Personal AND Workplace Advisors (VILLANOVA PA)
PA
06/11/2015 - 10/29/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
DE
01/05/2015 - 05/06/2015
COMMONWEALTH FINANCIAL NETWORK (Greenville DE)
DE
06/30/2009 - 01/06/2015
INVEST FINANCIAL CORPORATION (HOCKESSIN DE)
BC
Issued 11/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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