Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Merritt Snyder has been in the securities industry since September 23, 1996. William is currently registered with Fidelity Brokerage Services LLC. William has passed the Series 63, Series 7, Series 9 and Series 10 exams and is registered in Colorado, Massachusetts, Texas and Utah. William was previously registered with Charles Schwab & Co., Inc..
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.
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.
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2
CO
07/10/2013 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
03/28/2003 - 07/05/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
TX
05/07/1996 - 11/11/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 04/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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