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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kramer is an investment advisor representative with Raymond James & Associates, Inc. Daniel Kramer has been in the industry since 1994. His current branch office location is at 401 Hackensack Ave., Suite 803 in Hackensack, NJ. Daniel Kramer is also registered with the states of New Jersey, Texas, and 22 other states. He is licensed to provide investment advice and securities services. His firm, Raymond James & Associates, Inc. has been in business since 1962 and manages over $433 billion in assets. The firm's main office is located in St. Petersburg, Florida. The firm provides a variety of services to individuals, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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
NJ
05/01/2018 - Present
Raymond James & Associates, Inc. (Hackensack NJ)
NJ
04/26/2002 - 04/09/2018
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
CA
09/26/2000 - 04/30/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
08/23/1994 - 10/02/2000
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 09/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1994
Series 3 - National Commodity Futures Examination
BC
Issued 08/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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