Unclaimed
Craig Kramer has been in the financial industry since February 1998. Craig is currently registered with Citigroup Global Markets Inc. as a Registered Representative and an Investment Adviser Representative. Craig is also registered in 35 states and is licensed in two states as an Investment Adviser Representative. Prior to joining Citigroup Global Markets Inc. Craig was registered with Chase Investment Services Corp., Quick & Reilly, Inc., PaineWebber Incorporated and Royce Investment Group, Inc.
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.
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 advice
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
10/27/2003 - 09/13/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
06/03/1999 - 11/10/2003
QUICK & REILLY, INC. (NEW YORK NY)
NJ
12/03/1997 - 01/04/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/11/1996 - 12/10/1996
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 12/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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