Unclaimed
Rob Ervin Snyder is a financial advisor in Jacksonville, FL. Rob has over 20 years of experience in the financial services industry. Rob is a registered representative of TIAA-CREF Individual & Institutional Services, LLC. Rob specializes in providing financial advice to individuals, families, and businesses. Rob has a strong track record of helping clients reach their financial goals. Rob is committed to providing his clients with the highest level of service and expertise. Rob holds the Series 6, 7, 63, and 65 securities licenses. Rob is also a registered Investment Advisor representative in Florida.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
FL
11/12/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Jacksonville FL)
MD
05/27/2009 - 01/20/2011
PNC INVESTMENTS (TIMONIUM MD)
MD
09/01/2006 - 03/17/2009
WACHOVIA SECURITIES, LLC (WESTMINSTER MD)
MD
07/27/1998 - 03/06/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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