Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Snelson is a financial advisor with Ameriprise Financial Services, LLC. William has been in the financial services industry since 1995. William is registered to provide investment advice in 27 states. William specializes in asset allocation, financial planning, and portfolio management. William also provides services to businesses, individuals, and trusts/estates. William is a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
05/25/2018 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
12/20/2013 - 05/31/2018
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
12/18/2002 - 05/18/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MA
01/29/2002 - 05/17/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
07/12/1999 - 03/21/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
06/16/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
11/07/1995 - 05/22/1997
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
NY
03/28/1995 - 07/05/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/02/1991 - 04/07/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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