Unclaimed
Christopher Kramer is a financial advisor based in Troy, Michigan, and is associated with Kingsview Wealth Management, LLC. Christopher has been in the industry since August 2011. The advisor holds Series 7 and Series 66 securities licenses as well as the Securities Industry Essentials (SIE) exam. Christopher has experience with investment companies, charitable organizations, high-net-worth individuals, corporations, and other businesses, as well as individuals. Christopher specializes in portfolio management for individuals, businesses, and investment companies, as well as providing financial planning services.
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.
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.
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.
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2
MI
06/28/2024 - Present
Kingsview Wealth Management, LLC (Troy MI)
MI
08/12/2011 - 07/05/2024
EDWARD JONES (Utica MI)
BOTH
Issued 08/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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