Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Kramer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 12 years of experience in the financial industry. Bryan is a registered representative in Minnesota, and a resident registered representative in Texas. He is also a registered Investment Advisor Representative in Minnesota and Texas. Bryan specializes in providing portfolio management for both businesses and individuals and also offers pension consulting and educational seminars. Bryan is a Series 66, Series 7 and SIE licensed professional. His experience in the financial services industry started with Wells Fargo Investments, LLC. Bryan has been affiliated with Commonwealth Financial Network and Wells Fargo Advisors, LLC in the past.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MN
07/27/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYZATA MN)
MN
08/13/2012 - 07/25/2022
COMMONWEALTH FINANCIAL NETWORK (ROCHESTER MN)
MN
01/03/2011 - 08/17/2012
WELLS FARGO ADVISORS, LLC (ROCHESTER MN)
MN
07/23/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ROCHESTER MN)
BOTH
Issued 08/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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