Unclaimed
Ronald Snyder is a financial advisor with over 23 years of experience in the financial services industry. Ronald has worked for Fidelity Personal And Workplace Advisors since 2012. Previously, Ronald was a financial advisor at Fidelity Brokerage Services LLC from 2012 to 2017. Ronald is a Certified Financial Planner™ and holds the Series 6, 7, 9, 10, 63, and 65 licenses. Ronald provides a variety of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning.
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.
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
PA
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (KING OF PRUSSIA PA)
PA
07/12/2012 - 08/16/2017
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
PA
02/04/2000 - 06/26/2012
VANGUARD MARKETING CORPORATION (MALVERN PA)
NJ
05/24/1999 - 12/09/1999
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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