Unclaimed
Robert Anthony Snyder is a financial advisor with J.P. Morgan Securities LLC, licensed to conduct business in Colorado and Texas. Robert has a proven track record in the industry, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Robert holds a variety of licenses and certifications, including the Series 7, Series 9, Series 10, and Series 66. Robert is also a licensed investment advisor in Colorado and Texas. Robert provides financial planning, portfolio management, and selection of other advisors services to individuals, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CO
03/19/2024 - Present
J.p. Morgan Securities LLC (PARKER CO)
CO
04/13/2018 - 03/18/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWOOD VILLAGE CO)
TX
01/05/2017 - 04/10/2017
EDWARD JONES (EL PASO TX)
BOTH
Issued 02/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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