Unclaimed
Bruce Cramer is a financial advisor who has been in the financial industry for over 34 years. Bruce is a registered representative with Cetera Investment Advisers LLC in Kansas City, MO. Bruce has experience working with high-net-worth individuals, corporations, and pension plans. Bruce also provides financial planning, pension consulting, and educational seminars to clients. Bruce has a strong track record of success and is committed to providing his clients with the best possible financial advice.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (KANSAS CITY MO)
MO
09/18/2014 - 09/01/2022
COMMONWEALTH FINANCIAL NETWORK (Kansas City MO)
MO
09/26/2008 - 09/23/2014
CETERA ADVISORS LLC (KANSAS CITY MO)
KS
11/29/2007 - 09/26/2008
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MO
09/15/2000 - 12/18/2007
CITIGROUP GLOBAL MARKETS INC. (KANSAS CITY MO)
NY
03/19/1991 - 09/27/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PA
08/22/1990 - 04/05/1991
CIGNA SECURITIES, INC. (RADNOR PA)
NY
05/15/1989 - 06/29/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MO
10/19/1988 - 05/30/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
IA
Issued 6/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/6/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 2/16/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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