Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Ung Snyder is a financial advisor who has been active in the industry since 2007. Tiffany is currently registered with Raymond James Financial Services Advisors, Inc. in Virginia. Tiffany has previously been registered with Raymond James Financial Services, Inc., Cetera Investment Services LLC, UVEST Financial Services Group, Inc., and AXA Advisors, LLC. Tiffany has a Series 66 license and also holds the SIE and Series 7 licenses. Tiffany is also registered with the states of Maryland and Virginia. Tiffany provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
11/07/2017 - Present
Raymond James Financial Services Advisors, Inc. (Springfield VA)
VA
07/16/2014 - 10/24/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (CULPEPER VA)
VA
11/07/2011 - 06/18/2014
CETERA INVESTMENT SERVICES LLC (CULPEPER VA)
VA
05/23/2008 - 11/10/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CULPEPER VA)
VA
10/18/2007 - 05/28/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (CULPEPER VA)
VA
08/06/2007 - 09/21/2007
AXA ADVISORS, LLC (FALLS CHURCH VA)
BOTH
Issued 01/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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