Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Glenn Snyder

Valor Investments AND Planning LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Glenn Snyder

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.

Firm Information

Michael Snyder is currently registered with Valor Investments AND Planning LLC. Valor Investments AND Planning LLC is an independent investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals and selection of other advisers. They serve high net worth individuals, charitable organizations, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.

$55.83M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Snyder’s Registration & Firm History

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)

Not sure if Michael Glenn Snyder is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Glenn Snyder.
Not sure if Michael Glenn Snyder is right for you?