William KosterCRD Number: 6532110
Current Firm: Mml Investors Services, LLC
William Koster (CRD# 6532110) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|Mml Investors Services, LLC||Charlotte, NC||Aug 2017 - Current||4|
|Massmutual Life Insurance Co||Charlotte, NC||Aug 2017 - Current||4|
|Unc At Chapel Hill||Chapel Hill, NC||Jun 2013 - Aug 2017||4|
|Hornor, Townsend & Kent, Inc.||Charlotte, NC||Jul 2015 - Nov 2016||1|
|Myers Park High School||Charlotte, NC||Jun 2007 - Jun 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2018|
Total Assets Under Management49,002MILLIONS
Total Number of Accounts252,369ACCOUNTS
Average Account Value$194,169
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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