Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Kramer is a financial advisor at Citigroup Global Markets Inc. Adam has been in the industry since 2007, and holds several licenses and certifications, including Series 7, 31, 65, 66, and 87. Adam has previously worked at J.P. Morgan Securities LLC and Susquehanna Financial Group, LLLP. Adam has been a registered Investment Advisor with the state of New Jersey since 2017 and New York since 2021. Adam specializes in portfolio management for businesses and individuals, as well as providing financial planning and asset allocation advice. Adam also has experience working with charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
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.
Asset allocation advice
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.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
04/09/2009 - 07/26/2017
J.P. MORGAN SECURITIES LLC (New York NY)
IL
07/11/2007 - 09/09/2008
SUSQUEHANNA FINANCIAL GROUP, LLLP (CHICAGO IL)
IL
03/17/2006 - 07/24/2006
AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)
IA
Issued 08/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 12/28/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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