Unclaimed
Michael Snyder is a financial advisor with over 40 years of experience. Michael is currently a Registered Representative with Osaic Wealth, Inc. Michael is licensed to provide financial advice in 5 states. Michael's specializations include retirement planning, college savings, estate planning, insurance and investment planning. Michael's past experience includes roles with SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and FRANKLIN FINANCIAL SERVICES CORPORATION.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
09/01/2023 - Present
Osaic Wealth, Inc. (DEFIANCE OH)
OH
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DEFIANCE OH)
OH
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DEFIANCE OH)
TX
04/01/1980 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 04/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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