Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Edward Kraimer is a financial advisor with over 15 years of experience in the financial services industry. Brett is currently registered with Commonwealth Financial Network, a firm that provides financial planning and investment management services to individuals, families, and businesses. Previously, Brett worked with KESTRA Investment Services, LLC, First Allied Securities, Inc., CBIZ Financial Solutions, Inc., and Lincoln Financial Advisors Corporation. Brett holds the Series 6, Series 63, and Series 65 licenses. He is also a graduate of the SIE exam. Brett has a broad range of experience in financial planning, investment management, and retirement planning. He specializes in working with high-net-worth individuals, corporations, and pension plans. Brett is committed to providing his clients with personalized financial advice that meets their unique needs and 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.
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.
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
MD
08/09/2022 - Present
Commonwealth Financial Network (Frederick MD)
MD
05/23/2016 - 08/09/2022
KESTRA INVESTMENT SERVICES, LLC (FREDERICK MD)
MD
03/02/2015 - 05/04/2016
FIRST ALLIED SECURITIES, INC. (New Market MD)
OH
01/27/2014 - 03/19/2015
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
IN
06/29/1994 - 02/13/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/29/1994 - 02/13/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 03/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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