Unclaimed
Dawn Marie Cramer is a financial advisor with Cetera Investment Advisers LLC in SMITHVILLE, MO. Dawn Marie Cramer has been a registered representative for over 16 years, with experience at Commonwealth Financial Network, Cetera Advisors LLC, VSR Financial Services, Inc., and Cambridge Investment Research, Inc. Dawn Marie Cramer is licensed to offer investment advice in 12 states. Dawn Marie Cramer specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Dawn Marie Cramer also provides educational seminars and 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.
A percentage of the total value of assets under management is charged.
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2
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (SMITHVILLE MO)
MO
09/18/2014 - 09/01/2022
COMMONWEALTH FINANCIAL NETWORK (Kansas City MO)
MO
09/26/2008 - 09/23/2014
CETERA ADVISORS LLC (KANSAS CITY MO)
KS
12/03/2007 - 09/26/2008
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
IA
09/20/2007 - 10/31/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 8/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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