Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kramer is a registered investment advisor representative with Allstate Financial Advisors, LLC in Newtown, PA. Gregory has been in the securities industry since September 1, 1998. Gregory has passed the Series 7, Series 63 and Series 66 exams. Gregory is licensed to sell securities in Delaware, Florida, Indiana, New Jersey, New York, Pennsylvania, and Texas. Gregory's firm, Allstate Financial Advisors, LLC, has 350 investment advisor representatives and 314 licensed agents. Allstate Financial Advisors, LLC manages approximately $62,134,830 in assets.
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.
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Third party advisory fees
1
2
PA
09/14/2020 - Present
Allstate Financial Advisors, LLC (Newtown PA)
FL
08/21/2002 - 05/01/2003
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
CA
08/21/1998 - 08/21/2002
ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)
BOTH
Issued 01/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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