Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kramer is a financial professional registered with Fidelity Brokerage Services LLC. David has been in the financial services industry for over 15 years. David holds FINRA Series 6, 7, 63, and SIE licenses. David is registered in 25 states. David's previous experience includes positions at Fidelity Investments Institutional Services Company, Inc. and NYLife Securities LLC.
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.
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.
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KY
05/27/2021 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
01/01/2008 - 08/21/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
08/24/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
OH
03/21/2007 - 06/12/2007
NYLIFE SECURITIES LLC (CINCINNATI OH)
BC
Issued 06/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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