Unclaimed
William Peter Kraus is a financial advisor who has been active in the industry since July 2019. William is currently registered with LPL Financial LLC and holds registrations in multiple states, including Illinois and Texas. William has passed the Uniform Combined State Law Examination (Series 66), General Securities Representative Examination (Series 7TO), and the Securities Industry Essentials Examination (SIE). William works with a wide range of clients, including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/04/2025 - Present
LPL Financial LLC (HINSDALE IL)
BOTH
Issued 09/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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