Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Snayd is a financial professional with over 20 years of experience in the financial services industry. Thomas is currently registered as an Investment Advisor Representative with Purkiss Capital Advisors, LLC and is licensed in Connecticut and Texas. Thomas has previously held positions at COMMONFUND SECURITIES, INC., COMMONWEALTH FINANCIAL NETWORK, FIRST UNION SECURITIES, INC., THE DREYFUS SERVICE CORPORATION, and WINCHESTER INVESTMENT SECURITIES, INC. Thomas is a Certified Financial Planner and holds FINRA Series 7, 31 and 66 licenses, and is also a member of the Newtown Pension Committee. Thomas has a proven track record of providing comprehensive financial planning and investment management services to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
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
CT
11/18/2020 - Present
Purkiss Capital Advisors, LLC (RIDGEFIELD CT)
CT
01/13/2005 - 10/03/2017
COMMONFUND SECURITIES, INC. (WILTON CT)
MA
05/14/2003 - 12/31/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MO
07/23/2001 - 09/25/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
05/18/1998 - 05/20/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
KS
02/25/1998 - 05/19/1998
WINCHESTER INVESTMENT SECURITIES, INC. (OVERLAND PARK KS)
BOTH
Issued 12/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Thomas Snayd is the right advisor for you? Invested Better is here to help.
