Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sneller is a Registered Representative associated with J. W. Cole Advisors, Inc. Robert has been in the industry since 2020. Robert is licensed in California. Robert's professional experience includes roles with The Winfield Group, Grand Canyon University, and North Coast Church. Robert is also a Realtor and is associated with Milton Wealth Advisors. Robert offers a range of financial advisory services, including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Robert is also available for hourly and fixed rate consulting.
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.
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.
Hourly & fixed rate consulting
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.
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FL
01/23/2025 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
Active
Inactive
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