Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Snasel is a financial advisor with Simplicity Wealth. Michael has been in the financial services industry since 1984. Michael holds Series 6, 7, 63, and 65 licenses and has a proven track record of helping clients achieve their financial goals. Michael's areas of expertise include retirement planning, financial needs analysis, and social security optimization. Michael is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
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NJ
02/14/2025 - Present
Simplicity Wealth (SUMMIT NJ)
UT
01/01/2004 - 12/31/2008
ING FINANCIAL PARTNERS, INC. (SOUTH JORDAN UT)
IA
07/13/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CA
09/04/1997 - 07/12/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CT
09/06/1994 - 09/02/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
FL
04/12/1994 - 09/02/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
02/28/1991 - 04/06/1994
MONY SECURITIES CORP. (NEW YORK NY)
NA
10/02/1990 - 02/11/1991
PROTECTIVE EQUITY SERVICES, INC.
AL
03/30/1987 - 02/11/1991
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
TX
07/06/1990 - 10/17/1990
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
01/20/1984 - 10/23/1986
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 05/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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