Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tina? Claim Your ProfileTina Snyder is a financial advisor at Fidelity Personal And Workplace Advisors, with over 20 years of experience in the industry. Tina has been registered with FINRA since 1998, and holds several licenses and certifications, including Series 6, 7, 31, 63, 66, and SIE. Previously, Tina worked for other firms, including J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., and Charter One Securities, Inc. Tina specializes in portfolio management for individuals and businesses, as well as financial planning.
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.
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.
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.
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2
OH
05/04/2023 - Present
Fidelity Personal AND Workplace Advisors (NAVARRE OH)
OH
09/01/2017 - 03/16/2023
J.P. MORGAN SECURITIES LLC (WADSWORTH OH)
OH
01/03/2006 - 08/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANTON OH)
NY
03/26/2004 - 09/26/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
10/27/2003 - 03/12/2004
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
OH
07/11/2003 - 11/07/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
10/02/2002 - 05/30/2003
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
07/20/1998 - 03/20/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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