Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Wesley Snider is a financial advisor at Mercer Global Advisors Inc., a firm based in Denver, Colorado. Scott has been in the industry for more than 15 years and has experience working with various firms such as Commonwealth Financial Network, The Huntington Investment Company, and Wachovia Securities, LLC. Scott holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner. Scott's primary focus is on providing comprehensive financial planning, investment management, and estate planning services.
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.
Trust services, estate planning, tax return preparation, consultation
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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CO
12/06/2023 - Present
Mercer Global Advisors Inc. (DENVER CO)
OH
09/25/2015 - 10/18/2016
COMMONWEALTH FINANCIAL NETWORK (POWELL OH)
OH
06/15/2009 - 10/14/2015
THE HUNTINGTON INVESTMENT COMPANY (DUBLIN OH)
OH
01/01/2008 - 04/15/2009
WACHOVIA SECURITIES, LLC (COLUMBUS OH)
OH
08/31/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLUMBUS OH)
BOTH
Issued 10/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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