Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Lynn Snyder is a registered representative with Morgan Stanley. Stacy Lynn Snyder is also registered as an investment advisor representative in Texas and has been in the industry since 1997. Stacy Lynn Snyder was previously registered with CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED and WEDBUSH MORGAN SECURITIES INC.. Stacy Lynn Snyder is registered with the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation and the state of Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
02/12/2014 - Present
Morgan Stanley (Washington DC)
DC
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
MD
05/18/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
CA
09/24/1997 - 05/03/2000
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
IA
Issued 08/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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