Unclaimed
William Koch is a financial advisor with over 10 years of experience in the financial services industry. He is currently registered with Voya Financial Partners, LLC and holds Series 6, 26, and 63 securities licenses. William has previously worked with MFS Fund Distributors, Inc. and Hartford Securities Distribution Company, Inc. William specializes in providing investment advice to individual investors.
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.
1
2
MA
12/13/2018 - Present
Voya Financial Partners, LLC (BRAINTREE MA)
MA
02/29/2008 - 03/15/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (BOSTON MA)
MA
04/18/2001 - 02/29/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 06/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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