Unclaimed
Stephanie Snyder is a financial advisor with Goldman Sachs & Co. LLC, based in Dallas, Texas. Stephanie has been in the financial services industry since 2004, working previously with Fidelity Investments Institutional Services Company, Inc. Stephanie specializes in a variety of financial products and services, including securities, investment company products, variable contracts, and operations. Stephanie holds the Series 6, 99, and SIE licenses.
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.
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.
Execution charges, custody, management fee
1
2
TX
04/02/2015 - Present
Goldman Sachs & Co. LLC (Dallas TX)
RI
03/04/2004 - 09/30/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2015
Series 99 - Operations Professional Examination
BC
Issued 03/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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