Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Snyder is a financial advisor with over 40 years of experience in the industry. Mark has held various positions at several firms, including Integrated Resources Equity Corporation, Hanover Concepts, Inc., Cardell & Associates, Incorporated, and Guardian Investor Services Corporation. He is currently registered with two firms, Osaic Wealth, Inc. and Snyder Wealth Group, and holds licenses in multiple states. Mark specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. He has received numerous designations and certifications throughout his career, including Chartered Financial Consultant.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/05/2024 - Present
Osaic Wealth, Inc. (MEDFORD NY)
NA
07/24/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/12/1986 - 08/04/1986
HANOVER CONCEPTS, INC.
NA
07/02/1984 - 06/17/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
09/18/1981 - 07/02/1984
GUARDIAN INVESTOR SERVICES CORPORATION
IA
Issued 07/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/13/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/26/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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