Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Phillip Snyder is a financial advisor currently affiliated with UBS Financial Services Inc. Robert has been in the financial services industry since March 21, 1983. Robert's previous experience includes CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Robert has a wide range of experience and holds a number of licenses and registrations including Series 3, 7, 63 and 65. The advisor also holds the SIE designation. Robert has a vast number of registrations across the United States and is licensed in several states including New Jersey, New York, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Iowa, Maryland, Massachusetts, Michigan, Nevada, New Hampshire, North Carolina, Oregon, Pennsylvania, South Carolina, Virginia, Washington, and West Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
07/31/1993 - 01/26/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/22/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1983
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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