Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Donavan Krag is a registered investment advisor with Principal Securities, Inc., located in Collierville, Tennessee. William has been in the financial services industry since 1984 and has experience working with individuals, corporations and businesses, and charitable organizations. William's specialties include financial planning, investment management, and pension consulting.
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
TN
09/14/2017 - Present
Principal Securities, Inc. (COLLIERVILLE TN)
TN
03/14/2014 - 08/08/2017
SUNTRUST INVESTMENT SERVICES, INC. (GERMANTOWN TN)
TN
03/13/2003 - 03/18/2014
FTB ADVISORS, INC. (MEMPHIS TN)
NE
04/02/1991 - 03/13/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
NJ
03/22/1990 - 04/02/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TX
05/19/1988 - 04/09/1990
FORUM SECURITIES, INC. (DALLAS TX)
NA
12/01/1987 - 05/09/1988
UNION PLANTERS INVESTMENT BANKERS GROUP, INC.
NA
05/01/1984 - 12/08/1987
BRENNER STEED, INC.
NA
11/23/1983 - 04/19/1984
DUNCAN-WILLIAMS, INC.
BC
Issued 12/08/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/22/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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