Best Investors Account Sign in

William C Koll

Morgan Stanley

Omaha, NE

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-09
NE RA APPROVED 2023-12-14
  • TX RA
    APPROVED
    Since 2024-01-09
  • NE RA
    APPROVED
    Since 2023-12-14

Branch Locations

13625 California Street Suite 400, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Omaha NE 08/2021 07/2023
Liberty Mutual Insurance Omaha NE 03/2021 06/2021
Best Buy Omaha NE 01/2017 03/2021
Full Time Education Elkhorn NE 10/2016 01/2017
Paypal Omaha NE 01/2016 09/2016
Charles Schwab And Co., Inc. Omaha NE 06/2023 07/2023
Morgan Stanley Omaha NE 08/2023 Present
  • 08/2021 → 07/2023
    Td Ameritrade
    Omaha, NE
  • 03/2021 → 06/2021
    Liberty Mutual Insurance
    Omaha, NE
  • 01/2017 → 03/2021
    Best Buy
    Omaha, NE
  • 10/2016 → 01/2017
    Full Time Education
    Elkhorn, NE
  • 01/2016 → 09/2016
    Paypal
    Omaha, NE
  • 06/2023 → 07/2023
    Charles Schwab And Co., Inc.
    Omaha, NE
  • 08/2023 → Present
    Morgan Stanley
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-13
S63 Uniform Securities Agent State Law Examination 2021-12-21
  • S66 Uniform Combined State Law Examination
    2023-12-13
  • S63 Uniform Securities Agent State Law Examination
    2021-12-21
Other Names
  • William Clifford Koll
  • William Clifford Koll

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor