Coby Snyder, Cfp®, Cepa® Email and Phone Number
Coby Snyder, Cfp®, Cepa® work email
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Coby Snyder, Cfp®, Cepa® personal email
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. CoastHills Credit Union and CoastHills Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CoastHills Wealth Management, and may also be employees of CoastHills Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CoastHills Credit Union or CoastHills Wealth Management. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Lpl Financial AdvisorMustang Private Wealth Sep 2021 - PresentSan Luis Obispo, California, Us -
Wealth Management Operations ManagerCoasthills Credit Union Feb 2020 - Sep 2021Santa Maria, California, Us -
Wealth Management Operations AssociateCoasthills Credit Union Jul 2018 - Feb 2020Santa Maria, California, UsResponsible for providing the necessary advanced and diverse operational support for Wealth Management clients to ensure that they receive a positive experience and exceptional service. -
Cfa Research Challenge Regional ChampionCfa Society San Francisco Nov 2017 - Nov 2017San Francisco, California, UsProduced an initial coverage investment report and valuation on Salesforce.com. Performed financial analysis using multiple valuation models
Coby Snyder, Cfp®, Cepa® Skills
Coby Snyder, Cfp®, Cepa® Education Details
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California Polytechnic State University-San Luis ObispoBusiness Administration: Finance Management
Frequently Asked Questions about Coby Snyder, Cfp®, Cepa®
What company does Coby Snyder, Cfp®, Cepa® work for?
Coby Snyder, Cfp®, Cepa® works for Mustang Private Wealth
What is Coby Snyder, Cfp®, Cepa®'s role at the current company?
Coby Snyder, Cfp®, Cepa®'s current role is LPL Financial Advisor at Mustang Private Wealth.
What is Coby Snyder, Cfp®, Cepa®'s email address?
Coby Snyder, Cfp®, Cepa®'s email address is co****@****ls.coop
What schools did Coby Snyder, Cfp®, Cepa® attend?
Coby Snyder, Cfp®, Cepa® attended California Polytechnic State University-San Luis Obispo.
What skills is Coby Snyder, Cfp®, Cepa® known for?
Coby Snyder, Cfp®, Cepa® has skills like Financial Analysis, Business Development, Customer Service, Sales, Recruiting, Marketing, Social Media, Lean Six Sigma, Management, Career Counseling, Capital Structure, Financial Services.
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