Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diarra? Claim Your ProfileDiarra Koro Williams is a financial advisor in Dallas, TX, and has been in the industry since 2003. Diarra is currently registered with Avantax Advisory Services, and has been with them since 2022. Diarra has a background with several other firms including Cetera Advisor Networks LLC, Kingswood Capital Partners, LLC, Raymond James Financial Services, Inc., and 1st Global Capital Corp. Diarra holds Series 7, 24, 52, 63 and 66 licenses. Diarra is a Certified Financial Planner. Diarra specializes in providing financial planning services to individuals, high-net-worth individuals, and retirement plans. Diarra also offers investment management services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/17/2022 - Present
Avantax Advisory Services (Dallas TX)
TX
08/19/2021 - 06/17/2022
CETERA ADVISOR NETWORKS LLC (COLLEYVILLE TX)
TX
01/02/2019 - 08/11/2021
KINGSWOOD CAPITAL PARTNERS, LLC (Dallas TX)
TX
01/02/2015 - 12/31/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (Dallas TX)
TX
02/05/2010 - 03/31/2014
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
06/16/2006 - 06/20/2006
BANC ONE SECURITIES CORPORATION (DALLAS TX)
NE
03/13/2003 - 11/01/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
05/13/2002 - 12/11/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
01/19/1999 - 06/14/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
CA
01/06/1997 - 07/22/1997
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
MI
07/17/1996 - 11/14/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 07/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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