Unclaimed
Ted Delaney Snow is a financial advisor at Kestra Advisory Services, LLC, located in Dallas, Texas. Ted has been in the industry for over 30 years and holds a variety of licenses and designations. Ted has experience in providing financial planning advice to individuals, businesses, and institutions. Ted also offers retirement planning services and educational seminars.
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.
1
2
TX
04/21/2016 - Present
Kestra Advisory Services, LLC (Dallas TX)
IN
09/17/1999 - 01/03/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/17/1999 - 01/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
07/30/1997 - 09/01/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
RI
05/22/1987 - 07/30/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 04/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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