Unclaimed
Tamara Snyder is a financial advisor with Edward Jones. Tamara has been in the industry since March 23, 2009. Tamara holds the Series 66, Series 7, and SIE licenses. Tamara has been registered with Edward Jones since May 2019. Tamara also has previous experience with Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, and First Allied Securities, Inc. Tamara provides financial planning, pension consulting, and selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
MO
05/23/2019 - Present
Edward Jones (ST LOUIS MO)
CA
06/23/2017 - 01/23/2019
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/19/2016 - 01/23/2019
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
07/19/2016 - 01/23/2019
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
07/19/2016 - 01/23/2019
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
07/19/2016 - 01/23/2019
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
AZ
01/21/2008 - 09/10/2015
EDWARD JONES (TEMPE AZ)
BOTH
Issued 02/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
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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