Unclaimed
Mark Snyder is a financial advisor with over 40 years of experience. Mark is currently registered with Osaic Wealth, Inc. and Snyder Wealth Group. He has been active in the securities industry since September 17, 1981, with a focus on providing comprehensive financial planning and wealth management services. Mark holds various designations, including Chartered Financial Consultant, and is active in the community. Mark’s experience and qualifications allow him to serve a diverse clientele, including individuals, families, businesses, and charitable organizations.
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 7/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 4/13/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
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 8/26/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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