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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Kramer is a financial advisor with over 30 years of experience in the industry. Alexander has been with Morgan Stanley since 2009 and has previously worked with Citigroup Global Markets Inc. and Financial Northeastern Securities, Inc.. Alexander has a strong background in investment advisory services and holds a variety of licenses and certifications, including Series 3, 7, 9, 10, 63, 65, 72 and SIE. Alexander is also a registered investment advisor in New Jersey, New York and Texas.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
11/24/2015 - Present
Morgan Stanley (New York NY)
NY
03/31/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
04/04/1989 - 04/04/1995
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
IA
Issued 03/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/11/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2005
Series 3 - National Commodity Futures Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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