Ted Snow

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The United States
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March 2018

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My roots in the financial services industry started in 1987 when I began working at a well-known investment company based in Boston, MA. Over the next ten years, the best education I received was learning the securities industry while helping customers with mutual fund investing, individual securities trading, financial planning concepts, and learning to provide superior customer service.

In the last year of my career at this company, I grew uneasy. I had the desire to advise people with much more depth than I was allowed to. I saw too many people making emotional and risky financial decisions because they chose to “do it themselves”.

They simply didn’t know what they didn’t know.

Coordination of retirement, investments, insurance, business, e
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Average rating: 4.19 · 288 ratings · 54 reviews · 2 distinct worksSimilar authors
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4.67 avg rating — 9 ratings — published 2018
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