Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Snow is a financial advisor with over 40 years of experience. William has held licenses with several firms, including Woodbury Financial Services, Inc. and SII Investments, Inc. William is currently registered with Osaic Wealth, Inc. and holds licenses in several states including Alabama, California, Florida, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Oklahoma, and Texas. William offers a variety of financial services including financial planning, portfolio management, and pension consulting. William is a Certified Financial Planner™ and has a strong commitment to providing personalized service to clients.
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.
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.
1
2
IN
01/19/2024 - Present
Osaic Wealth, Inc. (KOKOMO IN)
IN
11/15/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (KOKOMO IN)
IN
01/22/1998 - 11/15/2017
SII INVESTMENTS, INC. (KOKOMO IN)
NA
01/16/1998 - 02/09/1998
SII INVESTMENTS, INC.
MN
12/05/1983 - 01/22/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
11/21/1983 - 01/27/1984
IDS MARKETING CORPORATION
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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