Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Eugene Kramer is a financial advisor with Commonwealth Financial Network, a Registered Investment Advisor (RIA) firm located in Waltham, Massachusetts. Dale has been in the financial services industry since June 19, 1984 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Dale also holds a number of licenses, including Series 7, Series 6, and Series 63. The advisor is registered with the Securities and Exchange Commission (SEC) and holds a Series 65 license. Dale's previous experience includes working with Morgan Stanley Smith Barney, Lehman Brothers Inc., and Pruco Securities Corporation. Commonwealth Financial Network is a well-established firm with a strong reputation in the industry. The firm is dedicated to providing its clients with personalized financial advice and investment solutions. Dale provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and the selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/29/2021 - Present
Commonwealth Financial Network (Naples FL)
NY
06/01/2009 - 12/03/2020
MORGAN STANLEY (POTSDAM NY)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MASSENA NY)
NY
11/25/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
06/20/1984 - 12/20/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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