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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Jacqueline Snyder is an investment advisor representative with Janney Montgomery Scott LLC in Philadelphia, PA. Michelle is also registered as an investment advisor representative in New Jersey, Texas, and Pennsylvania. She is currently registered as an investment advisor in New Jersey, Texas, and Pennsylvania. Michelle has been working in the financial services industry since 1991 and has held previous positions at CITIGROUP GLOBAL MARKETS INC. in Mt. Laurel, NJ, LEGG MASON WOOD WALKER, INCORPORATED in Baltimore, MD, and WATERHOUSE SECURITIES, INC. in Omaha, NE. Michelle holds several professional licenses and designations, including the Series 7, Series 63, Series 65, and Series 8 licenses, and the SIE exam.
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
PA
09/11/2019 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
NJ
02/21/2006 - 04/22/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
MD
09/13/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NE
12/11/1991 - 07/27/1999
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
Issued 12/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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