William A. Kolb
Professional summary
William Albert Kolb, who also goes by Bill Kolb, is a registered financial professional currently at MONERE INVESTMENTS, INC. located in Schaumburg, Illinois.
William is registered as a RR (Registered Representative) and started their career in finance in 1984. William has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Albert Kolb's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 13, 2022 - Present
MONERE INVESTMENTS, INC.
Office #1: 20 N. Martingale Road Suite 450, Schaumburg, IL 60173January 2, 2018 - November 30, 2022
LASALLE ST SECURITIES, L.L.C.
February 1, 2001 - December 18, 2017
BERNARDI SECURITIES, INC.
October 19, 1993 - February 5, 2001
SECURITIES CORPORATION OF IOWA
June 22, 1988 - October 22, 1993
KOLB & COMPANY
March 4, 1985 - May 25, 1988
TD AMERITRADE, INC.
May 22, 1984 - July 5, 1984
KOLB & COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/10/2023)
(4/10/2023)
(4/10/2023)
(12/13/2022)
(4/10/2023)
(4/22/2025)
(4/10/2023)
(4/10/2023)
Exams
FINRA
Current Firm
MONERE INVESTMENTS, INC.
CRD#: 105487 / SEC#: , 8-52982
Contact information
FINRA licenses (52 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MONERE INVESTMENTS, INC.
CRD#: 105487Schaumburg, IL 60173TRUST BUT VERIFY
Monitor William Kolb
Get automatic monthly alerts on:
