Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Damian? Claim Your ProfileDamian Kramer is a financial advisor with Fidelity Personal AND Workplace Advisors. Damian has been in the industry for over 10 years and specializes in working with individuals, high-net-worth individuals, corporations and businesses, charitable organizations, and pension plans. Damian is registered in Colorado, Massachusetts, Texas, and Utah and holds Series 7, 9, 10, 63, and 66 securities licenses. Damian has a strong track record of success in providing financial advice to clients and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
06/21/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
IN
10/16/2012 - 10/14/2019
FIDELITY BROKERAGE SERVICES LLC (INDIANAPOLIS IN)
BOTH
Issued 11/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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