Unclaimed
Chaundra Straker is a financial advisor registered with Principal Securities, Inc. Chaundra has been in the financial industry since 2010 and holds licenses in California and Iowa. Chaundra has experience with Waddell & Reed, Cetera Advisor Networks LLC and National Planning Corporation.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
04/17/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
CA
03/23/2018 - 04/11/2024
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
06/21/2016 - 01/02/2018
NATIONAL PLANNING CORPORATION (El Segundo CA)
KS
08/26/2010 - 05/19/2016
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 11/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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