Unclaimed
Christopher Kramer is a financial advisor with over 25 years of experience in the financial services industry. Christopher currently works at MML Investors Services, LLC, based in Overland Park, KS. Before that, Christopher was registered with MSI FINANCIAL SERVICES, INC., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., and UBS Financial Services Inc.. Christopher offers a wide range of financial services, including financial planning, portfolio management, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
KS
06/19/2019 - Present
MML Investors Services, LLC (Overland Park KS)
KS
07/10/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MO
10/05/2009 - 07/20/2015
AMERIPRISE FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
08/08/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (OVERLAND PARK KS)
KS
04/19/2002 - 08/22/2008
UBS FINANCIAL SERVICES INC. (OVERLAND PARKS KS)
NY
09/11/1996 - 04/22/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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