Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Snoke is an investment advisor representative with Global Retirement Partners LLC, based in Bethesda, Maryland. William has over 23 years of experience in the financial services industry. He specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. William also provides services to charitable organizations and pension and profit-sharing plans. William is a registered representative in Maryland, Texas, and Virginia. He has held previous positions at M HOLDINGS SECURITIES, INC., ADP BROKER-DEALER, INC., and LINCOLN FINANCIAL ADVISORS CORPORATION.
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.
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.
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2
MD
11/17/2023 - Present
Global Retirement Partners LLC (Bethesda MD)
MD
07/09/2009 - 12/01/2023
M HOLDINGS SECURITIES, INC. (BETHESDA MD)
MD
02/23/2006 - 06/12/2009
ADP BROKER-DEALER, INC. (OWINGS MILLS MD)
CA
08/24/1999 - 02/13/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
CA
08/24/1999 - 02/13/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (IRVINE CA)
BOTH
Issued 09/03/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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