Unclaimed
Samuel Parker Snyder is a financial advisor with Creative Planning. Samuel has been a registered investment advisor since 2023. Samuel has a strong track record of success in the financial services industry, with experience at Ameriprise Financial Services, LLC. Samuel has a broad range of experience, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Samuel is committed to providing his clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
06/04/2024 - Present
Creative Planning (OVERLAND PARK KS)
KS
07/28/2023 - 01/19/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Leawood KS)
BOTH
Issued 09/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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