Unclaimed
Donald Kremer is a financial advisor with over 30 years of experience in the financial services industry. Donald is a CERTIFIED FINANCIAL PLANNER™ professional and has been registered with Private Advisor Group, LLC since 2012. Previously, Donald was with Cantella & Co., Inc., Commonwealth Equity Services, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, American Express Service Corporation, and F.N. Wolf & Co., Inc. Donald's areas of expertise include financial planning, investment management, and retirement planning.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/01/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
05/24/1996 - 10/22/2007
CANTELLA & CO., INC. (WEXFORD PA)
MA
01/26/1995 - 05/24/1996
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
MN
06/22/1992 - 02/03/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/22/1992 - 02/03/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/09/1992 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
06/21/1990 - 06/13/1991
F.N. WOLF & CO., INC.
IA
Issued 02/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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