Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Kramer is a registered representative with PFS Investments Inc., based in Buffalo, New York. Alan has been in the financial industry since 2017. Alan is licensed to sell securities in New York. Alan holds Series 6 and Series 63 licenses as well as the SIE exam. PFS Investments Inc. is a registered investment advisor with over 8.4 billion dollars in assets under management. PFS Investments Inc. primarily serves individual clients, but also works with high-net-worth individuals and corporations. Alan is a financial professional who can help you achieve your financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
07/21/2017 - Present
PFS Investments Inc. (BUFFALO NY)
BC
Issued 09/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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