Ross B Snyer from 5793 176Th Ave, Bellevue, WA 98006, age 62, Phone: 425 223-5814

Ross Snyer Phones & Addresses

5793 176Th Ave, Bellevue, WA 98006 • 425 223-5814
Clyde Hill, WA
Irvine, CA
Newport Beach, CA
Walnut Creek, CA
Highlands Ranch, CO
Phoenix, AZ
Kiona, WA
Tulsa, OK
21 Prairie Grass, Irvine, CA 92603 • 602 493-1254

Work

Company:

George r. pierce & associates, llc
Jan 2007 to Sep 2013
Position:

Financial consultant, cfp

Education

Degree:

Masters
School / High School:

University of Denver - Daniels College of Business
1980 to 1986
Specialities:

Accountancy, Accounting

Skills

Investments • Financial Modeling • Series 7 • Portfolio Management • Asset Management • Insurance • Finance • Retirement Planning • Budgets • Management • Wealth Management • Business Development • Leadership • Series 66 • Series 24 • Life and Health Insurance Licenses • Certified Financial Planner • Cpa • Financial Planning • Securities • Financial Services • Mutual Funds • Finra

Ranks

Certificate:

Certified Financial Plaj

Industries

Financial Services

License Records

Ross B Snyer

Address:

21 Pr Grass, Irvine, CA 92603

License #:

10791 - Active

Issued Date:

Jun 24, 1987

Renew Date:

Dec 1, 2015

Expiration Date:

Nov 30, 2017

Type:

Certified Public Accountant

Name / Title

Company / Classification

Phones & Addresses

Ross B. Snyer
President

Ross B. Snyer & Associates

21 Pr Grass, Irvine, CA 92603

Resumes

Cfpâ Lpl Registered Principal

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Location:

8901 northeast 14Th St, Clyde Hill, WA 98004

Industry:

Financial Services

Work:

George R. Pierce & Associates, Llc Jan 2007 - Sep 2013
Financial Consultant, Cfp
One Oak Wealth Management Jan 2007 - Sep 2013
Cfpâ Lpl Registered Principal

Education:

University of Denver - Daniels College of Business 1980 - 1986
Masters, Accountancy, Accounting University of Denver 1980 - 1984
Bachelors, Bachelor of Science, Business Administration, Finance

Skills:

Investments
Financial Modeling
Series 7
Portfolio Management
Asset Management
Insurance
Finance
Retirement Planning
Budgets
Management
Wealth Management
Business Development
Leadership
Series 66
Series 24
Life and Health Insurance Licenses
Certified Financial Planner
Cpa
Financial Planning
Securities
Financial Services
Mutual Funds
Finra

Certifications:

Certified Financial Plaj
Certified Financial Planner, Cfp
Certified Public Accountant, Cpa
Personal Financial Specialist, Pfs
Series 7 – General Securities Representative
Series 66 - Nasaa-Uniform Combined State Law
Series 24 - General Securities Principal
License #0I98417
Life, Accident and Health Life Insurance

Youtube

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3m 7s

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Duration:

2m 10s

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8m 32s

Classmates

Ross Snyer Arapahoe High...

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Ross Snyer 1980 graduate of Arapahoe High School in Littleton, CO is on Classmates.com. Get caught up with Ross and other high school alumni from Arapahoe ...