Unclaimed
Douglas Kramer is a financial advisor with State Farm Investment Management Corp. Douglas has been in the industry since 1998 and is registered to provide investment advice in Illinois, Indiana, and Wisconsin. Douglas is a Series 6 and Series 63 licensed professional, as well as holding the SIE license and passing the Series 65. Douglas is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Douglas specializes in portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
IL
06/12/2023 - Present
State Farm Investment Management Corp. (HINSDALE IL)
IA
Issued 06/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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