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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mayo is a registered investment advisor representative with over 30 years of experience in the financial services industry. Mayo is currently associated with Snowden Capital Advisors LLC, a firm specializing in investment advisory services. Prior to joining Snowden Capital Advisors LLC, Mayo was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mayo holds a Series 63, 65, 7, and 31 licenses and has passed the SIE Exam. Mayo's expertise encompasses investment advisory services, including portfolio management, financial planning, pension consulting, educational seminars, and the selection of other advisors for individuals and businesses.
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
MD
07/29/2015 - Present
Snowden Capital Advisors LLC (BeTHESDA MD)
MD
11/01/1994 - 07/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHESDA MD)
MD
07/17/1990 - 11/03/1994
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
04/11/1988 - 08/03/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/19/1983 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 12/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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