Unclaimed
Michael Snyder is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Valor Investments And Planning LLC, and has been with this firm since January 2023. Michael has a Series 7 and Series 66 license, and is registered in both Pennsylvania and New Jersey. In addition to his role with Valor Investments And Planning LLC, Michael also has a background in fixed insurance and is licensed as an insurance producer with Valor Life and Annuity LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
02/09/2023 - Present
Valor Investments AND Planning LLC (EASTON PA)
NJ
09/14/2007 - 01/27/2023
KESTRA INVESTMENT SERVICES, LLC (SUCCASUNNA NJ)
NJ
08/09/2001 - 09/18/2007
AXA ADVISORS, LLC (CHESTER NJ)
BOTH
Issued 08/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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