Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kohr is a financial professional with over 25 years of experience in the industry. William is currently registered with DC Advisory and is located in Chicago, Illinois. Previously William has held positions with Signal Hill Capital Group LLC, Citigroup Global Markets Inc., Donaldson, Lufkin & Jenrette Securities Corporation and Credit Suisse First Boston Corporation. William is a Series 7, 24, 63 and SIE licensed professional. William has a broad background in the financial services industry.
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.
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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2
IL
02/19/2009 - Present
DC Advisory (CHICAGO IL)
MD
11/28/2017 - 03/16/2018
SIGNAL HILL CAPITAL GROUP LLC (BALTIMORE MD)
NY
04/22/2002 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
05/03/1995 - 04/06/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
11/03/2000 - 04/05/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 05/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2002
Series 24 - General Securities Principal 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 11/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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