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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Russell Snider is a financial advisor registered with Morgan Stanley. Paul has been a financial advisor for over 30 years and has held various positions in the industry. Paul is currently registered with Morgan Stanley and has previously worked with Morgan Stanley & Co. Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Paul holds several licenses and certifications including Series 63, 65, 7, 9, and 10 and has a broad range of specializations including retirement planning, college savings, estate planning, insurance, and investment management. Paul has over 30 years of experience in the investment industry and is dedicated to providing personalized financial advice to individuals and families. Paul can help you with a variety of financial needs, including investment management, retirement planning, college savings, and estate planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Pensacola FL)
FL
10/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PENSACOLA FL)
FL
08/06/1992 - 10/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENSACOLA FL)
IA
Issued 10/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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