Years of Experience
5-20+ Years
HUNT VALLEY, MD
28 Years Experience
2 Disclosures
ADVISOR BIO
William Keith Dorr is a registered representative with MML Investors Services, LLC, a leading financial services firm with a focus on helping individuals and businesses reach their financial goals. William has been in the financial services industry since 1997, and is committed to providing personalized advice and guidance to help clients achieve their financial objectives. William holds various licenses and certifications, including Series 6, 7, 63 and 65, and has experience in a wide range of financial products and services, including investment advisory, life insurance, property and casualty insurance, health insurance, and fixed annuities. William specializes in providing financial guidance for high net worth individuals, corporations, and pension plans, and has a strong track record of helping clients achieve their financial goals.
SPECIALIZATIONS
MILLERSVILLE, MD
41 Years Experience
0 Disclosures
ADVISOR BIO
William Wachtel Houck is a financial advisor who has been working in the industry since 1984. William Wachtel Houck is currently registered with PFS Investments Inc. William Wachtel Houck has been registered with PFS Investments Inc. since 1984. William Wachtel Houck is licensed to provide financial services in the state of Maryland and Georgia. William Wachtel Houck specializes in the area of investment company products/variable contracts. William Wachtel Houck has passed the Series 6, Series 26, and Series 63 exams. William Wachtel Houck is registered to provide investment advisory services and has a branch office in Millersville, MD.
SPECIALIZATIONS
BALTIMORE, MD
12 Years Experience
0 Disclosures
ADVISOR BIO
William Nolan is a financial advisor who has been in the industry since 2013. William is currently registered with T. Rowe Price Investment Services, Inc., and has been registered with them since 2013. William has passed the Series 63, Series 6TO, Series 3, SIE and Series 7 exams. William is registered with the state of Maryland as well as 52 other states.
SPECIALIZATIONS
No specializations listed.
Bethesda, MD
0 Disclosures
ADVISOR BIO
William 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.
SPECIALIZATIONS
Chevy Chase, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
William Dickson is a financial advisor with Newpoint Real Estate Capital Securities LLC. William has been in the industry for 8 years and has a Series 52, Series 53, and Series 63 license. William currently holds registrations in Maryland, New York, and Virginia. William was previously employed at Citigroup Global Markets Inc. in Reston, VA.
SPECIALIZATIONS
No specializations listed.
BETHESDA, MD
0 Disclosures
ADVISOR BIO
William Buchanan is an investment advisor representative with Katalgar Capital Management, LLC in Bethesda, MD. William has been in the industry for over 20 years and has experience with both individual and institutional clients. William Buchanan is a Chartered Financial Analyst. William has previously worked at ALLEN & COMPANY LLC and BROWN BROTHERS HARRIMAN & CO. in New York, NY.
SPECIALIZATIONS
LUTHERVILL TIMONIUM, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
William D Groff is a financial advisor registered with Eagle Strategies LLC. William is licensed in 29 states as a Broker and 3 states as an Investment Advisor Representative. William has been in the securities industry since April 27, 2006. William holds Series 6, 7, 63 and 65 licenses. He also holds the SIE exam certificate. William is registered to offer financial planning, pension consulting, educational seminars, publication of periodicals and selection of other advisors as well as portfolio management services for individuals.
SPECIALIZATIONS
BETHESDA, MD
18 Years Experience
0 Disclosures
ADVISOR BIO
William 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.
SPECIALIZATIONS
Frederick, MD
3 Years Experience
0 Disclosures
ADVISOR BIO
William Franklin Bodenheimer is a registered representative with Northwestern Mutual Investment Services, LLC. William is licensed in Maryland and has been in the industry since 2022. William has passed the Series 7TO and Series 63 exams. William is located in Frederick, Maryland and provides services through Northwestern Mutual Investment Services, LLC.
SPECIALIZATIONS
TOWSON, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
William Weglein is a financial advisor at Alere Planning LLC in Towson, Maryland. William has over 17 years of experience in the financial services industry. William's current registrations include Maryland, Pennsylvania, and South Carolina. William offers a variety of financial services including financial planning, pension consulting, and portfolio management for individuals.
SPECIALIZATIONS
