Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Snyders is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Nancy has been in the industry since August 9, 1986 and has been with Merrill Lynch since April 1990. Nancy holds licenses to practice in various states and holds Series 63, 65, 7 and SIE exams. Nancy has a strong track record of providing clients with customized financial advice and investment solutions. Nancy also works with clients in a variety of capacities, including: portfolio management, financial planning, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
03/31/2003 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPRINGFIELD IL)
NA
04/08/1987 - 10/17/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/20/1985 - 03/26/1987
E. F. HUTTON & COMPANY INC
IA
Issued 12/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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