Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Kramer is an investment advisor representative with SSB&T Wealth Management, LLC based in Fredericksburg, Texas. Edward has been in the financial industry for over 13 years. Edward is a Certified Financial Planner and has a Series 7, Series 63, and Series 65 license. Edward previously worked at USAA Financial Advisors, Inc.
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.
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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TX
09/29/2023 - Present
Ssb&t Wealth Management, LLC (FREDERICKSBURG TX)
TX
01/01/2010 - 02/28/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BC
Issued 08/03/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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