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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Snyder is a financial advisor with over 47 years of experience in the financial services industry. Phillip is currently registered with M Holdings Securities, Inc. Phillip has held previous registrations with Mutual Service Corporation, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, Lincoln National Pension Insurance Company, and Integrated Resources Equity Corporation. Phillip has passed the Series 7TO, SIE, and Series 1 exams and holds the Series 63 license. Phillip is registered in multiple states including District of Columbia, Florida, Maryland, New Jersey, Ohio, and Texas.
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
MD
12/20/2006 - Present
M Holdings Securities, Inc. (TIMONIUM MD)
MD
07/01/2004 - 12/31/2006
MUTUAL SERVICE CORPORATION (TIMONIUM MD)
MA
06/07/1996 - 10/03/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
03/20/1973 - 02/12/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
03/20/1973 - 08/24/1990
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
02/11/1982 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
09/01/1982 - 06/11/1985
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 04/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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