Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Markel is a financial advisor with over 40 years of experience in the industry. William is currently registered with Snowden Capital Advisors LLC and has been with the firm since 2020. Previously William was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 25 years. William is also a Certified Financial Planner™. William works with a wide range of clients, including individuals, families, corporations, and charitable organizations. William is a strong advocate for his clients and is committed to providing them with the highest level of service.
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
NY
12/04/2020 - Present
Snowden Capital Advisors LLC (Buffalo NY)
NY
09/01/1995 - 12/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSVILLE NY)
NY
07/26/1984 - 09/07/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/22/1980 - 07/09/1984
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 11/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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