Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas James Snyder is a financial advisor with LPL Financial LLC. Thomas has been in the financial services industry since 2012. He holds licenses in Washington and Wisconsin, and has passed multiple exams, including the Series 7, Series 6, Series 63 and Series 66 exams. Prior to joining LPL Financial, Thomas worked for Edward Jones and CUNA Brokerage Services. He offers a range of services, including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
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2
WI
05/18/2022 - Present
LPL Financial LLC (LACROSSE WI)
WI
06/30/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (LACROSSE WI)
WA
03/18/2019 - 03/04/2021
EDWARD JONES (Camas WA)
WA
02/17/2012 - 02/16/2017
CETERA INVESTMENT SERVICES LLC (VANCOUVER WA)
BOTH
Issued 04/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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