Jerry Snyder - Investment Adviser at RETIREMENT STRATEGIES, LTD.

Investment Adviser Public Disclosure SEC and NASAA logo Image

Investment Adviser Search
Investment Adviser Data
Form ADV Data
Resources
Investment Advisor Representative
Report Summary

Individual
Firm

When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.

< Back to Results

Detailed ReportReport

Jerry Snyder

JERRY WESLEY SNYDER

CRD#: 1049006

Investment Adviser

Previous Broker

RETIREMENT STRATEGIES, LTD.CRD#: 163701

5060 PARKCENTER AVE SUITE A
DUBLIN, OH 43017

Registration History

Disclosure(s)

View By:

3/1/1998

Customer Dispute

Settled

2/7/1990

Civil Bond

3/28/1988

Employment Separation After Allegations

3/18/1988

Regulatory

Final

3/14/1988

Customer Dispute

Settled

License(s)

State Registrations

Ohio 7/3/2012

Current Registration(s)

RETIREMENT STRATEGIES, LTD. (CRD#:163701)

5060 PARKCENTER AVE SUITE A, DUBLIN, OH 43017

Registered with this firm since 7/3/2012

Previous Registration(s)

th hidden text	th hidden text	Name	Location
IA	10/27/2009 - 07/06/2012	ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131)	DUBLIN, OH
B	06/12/2003 - 07/06/2012	ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131)	DUBLIN, OH
IA	06/24/2003 - 07/03/2012	THE FINANCIAL NETWORK GROUP, LTD (CRD#:106619)	DUBLIN, OH
IA	01/03/2000 - 06/16/2003	LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978)	COLUMBUS, OH
B	02/04/1992 - 06/16/2003	LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978)	FORT WAYNE, IN
B	02/04/1992 - 06/16/2003	THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580)	FORT WAYNE, IN
B	11/13/1990 - 11/11/1991	WRP INVESTMENTS, INC. (CRD#:7365)	YOUNGSTOWN, OH
B	09/06/1989 - 09/21/1990	COLUMBUS EQUITIES INTERNATIONAL, INC. (CRD#:7559)
B	05/22/1984 - 04/06/1988	NEW ENGLAND SECURITIES CORPORATION (CRD#:615)
B	06/28/1982 - 05/17/1984	MUTUAL BENEFIT FINANCIAL SERVICE COMPANY (CRD#:4882)

ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131)

DUBLIN, OH

10/27/2009 - 07/06/2012

ROYAL ALLIANCE ASSOCIATES, INC. (CRD#:23131)

DUBLIN, OH

06/12/2003 - 07/06/2012

THE FINANCIAL NETWORK GROUP, LTD (CRD#:106619)

DUBLIN, OH

06/24/2003 - 07/03/2012

LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978)

COLUMBUS, OH

01/03/2000 - 06/16/2003

LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978)

FORT WAYNE, IN

02/04/1992 - 06/16/2003

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580)

FORT WAYNE, IN

02/04/1992 - 06/16/2003

WRP INVESTMENTS, INC. (CRD#:7365)

YOUNGSTOWN, OH

11/13/1990 - 11/11/1991

COLUMBUS EQUITIES INTERNATIONAL, INC. (CRD#:7559)

09/06/1989 - 09/21/1990

NEW ENGLAND SECURITIES CORPORATION (CRD#:615)

05/22/1984 - 04/06/1988

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY (CRD#:4882)

06/28/1982 - 05/17/1984

For additional information about investment advisers or broker-dealers, please visit

www.investor.gov

Broker

A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.

Investment Adviser

An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.

Disclosures

Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.