Unclaimed
Mark Vaughn Snider is a financial advisor with over 50 years of experience in the financial services industry. Mark is a Certified Financial Planner and Chartered Financial Consultant with experience in providing investment advice, financial planning, and other advisory services. Mark is currently registered with LPL Financial LLC and provides financial services to individuals, families, and businesses. Mark is also registered in 28 states and holds both state and federal licenses.
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.
Consulting and other non-discretionary advisory services
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
OH
10/27/2023 - Present
LPL Financial LLC (ATHENS OH)
OH
05/01/2009 - 10/27/2023
KESTRA INVESTMENT SERVICES, LLC (ATHENS OH)
OH
01/01/2004 - 05/04/2009
MULTI-FINANCIAL SECURITIES CORPORATION (ATHENS OH)
OH
03/20/1985 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
IN
04/04/1994 - 09/27/1999
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NA
09/25/1973 - 08/16/1985
MONY SECURITIES CORP.
NA
09/25/1973 - 08/16/1985
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
BC
Issued 11/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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