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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ira Kramer is an investment advisor representative with Cetera Investment Advisers LLC, with over 45 years in the industry. David is registered to provide investment advice in several states including California, Arizona, Delaware, Maryland, and Virginia. In addition to his current role at Cetera Investment Advisers LLC, David has previous experience with IFG Network Securities, Inc., Planned Investments Inc., and Derand/Pennington/Bass, Inc. David is also a member of the Retirement Wealth & Tax Advisors fixed insurance and financial services DBA and serves as Chairman of Finance for a condominium association.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (PLEASANT HILL CA)
GA
12/11/1992 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
05/01/1992 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
02/09/1978 - 06/10/1992
DERAND/PENNINGTON/BASS, INC.
IA
Issued 10/21/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/1979
Series 7 - General Securities Representative Examination
BC
Issued 2/21/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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