Unclaimed
Dejha Krajcar is a financial advisor with Principal Asset Management. Dejha has been in the industry since 2000. Dejha holds Series 7, 24, 63 and 66 securities licenses. Dejha has been registered with Fifth Third Securities, Inc., Citizens Securities, Inc., American Express Financial Advisors, Inc. and now Principal Asset Management. Dejha has experience working with individual, business, institutional and investment company clients. Dejha offers asset allocation services, model portfolio construction and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
MI
01/22/2024 - Present
Principal Asset Management (Lambertville MI)
OH
10/01/2015 - 05/03/2019
FIFTH THIRD SECURITIES, INC. (TOLEDO OH)
OH
05/01/2014 - 09/23/2015
CITIZENS SECURITIES, INC. (TOLEDO OH)
OH
06/28/2002 - 05/02/2014
FIFTH THIRD SECURITIES, INC. (TOLEDO OH)
MN
04/26/2000 - 05/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 03/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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