Dennis Snoozy (CRD# 2331649) is an Investment Advisor Representative working at Snp Financial Advisors in Mesa, AZ and has over 31 years of experience in the finance industry.
CRD# 2293433
Stonecrest Wealth Management, Inc.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Altitude Capital Management | Mesa, AZ | May 2024 - Current | < 1 |
| Whitney & Associates | Mesa, AZ | Apr 2023 - Current | 1 |
| Snp Financial Advisors | Mesa, AZ | Mar 2021 - May 2024 | 3 |
| Ethos Technologies | Phoenix, AZ | Jan 2021 - Apr 2024 | 3 |
| Bedrock Investment Advisors | Phoenix, AZ | Mar 2020 - Mar 2021 | 1 |
| Bedrock | Phoenix, AZ | Mar 2020 - Mar 2021 | 1 |
| Ameriprise Financial Services, LLC | Phoenix, AZ | Mar 2019 - Mar 2020 | 1 |
| Foresters Advisory Services LLC | Phoenix, AZ | Jan 2011 - Mar 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1993 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- AZ
- TX
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$184,211
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, OR, TX
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