Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Walter Korby is a financial advisor with Ameriprise Financial Services, LLC. William has been a financial advisor for over 30 years, with experience working for firms such as Locust Street Securities, Inc., Morgan Stanley DW Inc., and Waddell & Reed, Inc. William has a broad range of experience and licenses, having earned his Series 7, 6, 31, 63, and 66 licenses, as well as the SIE. William is registered to provide financial advice in several states, including Virginia, California, Colorado, Connecticut, Delaware, District of Columbia, Illinois, Indiana, Maryland, New York, North Carolina, Ohio, and West Virginia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
01/03/2025 - Present
Ameriprise Financial Services, LLC (VIENNA VA)
IA
07/19/2001 - 07/10/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
02/02/2001 - 06/27/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
12/01/1988 - 07/05/1989
WADDELL & REED, INC.
BOTH
Issued 03/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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