Jeffrey B Snyder, CFP®

VP - Financial Consultant

+1 925-974-2915

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Sr. Financial Consultant, TD Ameritrade, 2019-2021
  • Branch Manager, TD Ameritrade, 2018-2019
  • Branch Manager, Scottrade, 2008-2018

Education

  • BA Management, Sonoma State University

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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