Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Franklin Snider is a financial advisor with over 20 years of experience in the industry. William is currently registered with Broadoak Asset Management, LLC in Bethesda, Maryland. William's areas of expertise include portfolio management and private equity investments. William holds the Series 7, Series 62, Series 65, Series 24, and Series 99TO licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MD
01/01/2025 - Present
Broadoak Asset Management, LLC (BETHESDA MD)
VA
03/08/2007 - 04/10/2007
MERCATOR SECURITIES LLC (RESTON VA)
IA
Issued 01/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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