Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thompson Sneed is a financial advisor with Forvis Mazars Wealth Advisors, LLC. William has been in the financial industry since 1985 and has worked with firms such as Wachovia Securities, LLC, A.G. Edwards & Sons, Inc., Wheat, First Securities, Inc., and Interstate/Johnson Lane Corporation. William holds Series 63, 65 and 7 licenses. William's areas of specialization include retirement planning, college planning, estate planning, insurance, and investment management. William is dedicated to helping clients achieve their financial goals.
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.
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
MO
06/27/2022 - Present
Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)
NC
08/15/2000 - 09/20/2006
WACHOVIA SECURITIES, LLC (GREENVILLE NC)
MO
04/15/1993 - 08/17/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
09/17/1990 - 04/21/1993
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NC
05/15/1986 - 09/28/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
06/19/1985 - 06/04/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 04/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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