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Bill Coumas

KKR Capital Markets LLC

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About Bill Coumas

Bill Coumas is a financial professional with over 20 years of experience in the industry. Bill is currently registered with KKR Capital Markets LLC. Bill has a strong track record of success in the financial services industry, having previously worked at BlackRock Investments, LLC, Nuveen Securities, LLC, and Salomon Smith Barney Inc. Bill holds a number of licenses, including Series 7, 63, 31, 79TO and SIE. Bill is dedicated to providing clients with personalized financial advice and services.

Firm Information

Bill Coumas is currently registered with KKR Capital Markets LLC. KKR Capital Markets LLC is a Limited Liability Company that was formed on January 29, 2007. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. KKR Capital Markets is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Bill Coumas’s Registration & Firm History

NY

06/21/2024 - Present

KKR Capital Markets LLC (New York NY)

IL

01/27/2014 - 05/07/2024

BLACKROCK INVESTMENTS, LLC (CHICAGO IL)

IL

08/02/2006 - 11/22/2013

NUVEEN SECURITIES, LLC (CHICAGO IL)

IL

01/30/2002 - 08/13/2004

CEDAR HILL FINANCIAL SERVICES, INC. (HIGHLAND PARK IL)

NY

12/16/1999 - 01/09/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/20/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 12/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bill Coumas.
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