Unclaimed
Marvin Snyder is a financial advisor at Janney Montgomery Scott LLC, a firm with a focus on providing financial planning and portfolio management services for individuals, businesses, and institutions. With over 30 years of experience in the financial services industry, Marvin has extensive knowledge and expertise in the area of investments. Marvin has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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.
Fee plus commission
1
2
MD
02/21/2017 - Present
Janney Montgomery Scott LLC (Lutherville (Greenspring) MD)
MD
02/28/2008 - 02/21/2017
WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)
MD
02/21/2006 - 03/10/2008
CITIGROUP GLOBAL MARKETS INC. (PIKESVILLE MD)
MD
05/07/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
02/29/1992 - 05/13/1997
PAINEWEBBER INCORPORATED
NJ
02/28/1992 - 05/13/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/26/1986 - 03/05/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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