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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Kramer is an investment advisor representative with Pathstone. Eric has been in the industry for over 40 years and holds a variety of licenses and certifications, including Series 6, 7, 22, 24, 63, 66, and 99TO. Eric has experience working with individuals, families, corporations, investment companies, and charitable organizations. Eric is also a member of and has an interest in Steamboat Powdercats, LLC, which operates snowcat skiing operations in Colorado.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
05/21/2024 - Present
Pathstone (ENGLEWOOD NJ)
CO
08/16/2000 - 02/02/2021
CRESTONE SECURITIES LLC (BOULDER CO)
OH
04/06/1982 - 10/02/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BOTH
Issued 06/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/05/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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