Unclaimed
Nicholas Andrew Snyder is a financial advisor registered with LPL Financial LLC, a firm with more than $50 billion in assets under management. Nicholas has been a registered representative since 2004 and has a Series 63, Series 6TO, SIE, and Series 7 licenses. Nicholas has over 20 years of experience in the financial services industry. Nicholas specializes in providing financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors for individuals and businesses. Nicholas is registered with the following states: Arizona, California, Florida, Illinois, Indiana, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Dakota, and Tennessee.
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.
Consulting and other non-discretionary advisory services
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
OH
03/15/2004 - Present
LPL Financial LLC (BOWLING GREEN OH)
MN
08/08/2003 - 02/12/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/08/2003 - 02/12/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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