Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Kramer has been in the financial services industry since 1985. He is currently a registered representative of Cadaret, Grant & CO., Inc., and has been with the firm since 1994. Frank holds Series 63, 65, 7, 24, and 26 licenses as well as the SIE exam. He is also a registered investment advisor representative in New York. Frank has experience in the areas of financial planning, portfolio management for individuals and businesses, pension consulting, 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
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (JOHNSON CITY NY)
CT
09/17/1994 - 02/02/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
NY
08/24/1994 - 09/01/1994
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MN
10/23/1985 - 08/04/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 06/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/07/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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