Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Snyder is a financial advisor in Brighton, Michigan and has been in the industry since June 2016. Zachary is currently registered with Osaic Wealth, Inc. and previously held positions at Woodbury Financial Services, Inc. and Securian Financial Services, Inc.. Zachary holds licenses for Series 6, Series 7TO, Series 63, and Series 65. In addition to being a financial advisor, Zachary is also an insurance agent, selling fixed insurance products. Zachary is committed to helping clients achieve their financial goals.
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.
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
MI
01/19/2024 - Present
Osaic Wealth, Inc. (BRIGHTON MI)
MI
03/06/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BRIGHTON MI)
MI
03/29/2019 - 03/07/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
06/08/2016 - 03/22/2019
FORESTERS FINANCIAL SERVICES, INC. (Farmington Hills MI)
IA
Issued 10/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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