Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kramer is a financial advisor with LPL Financial LLC. James has been in the financial services industry since November 2001. James is registered with the state of Minnesota and Texas. James has been with LPL Financial LLC since May 2010. James holds the Series 63, Series 53, Series 24, Series 7 and SIE licenses. James is a Certified Financial Planner. James specializes in providing financial planning, consulting and other non-discretionary advisory services, 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
04/06/2015 - Present
LPL Financial LLC (ST. CLOUD MN)
MN
11/20/2001 - 06/01/2010
EDWARD JONES (ST CLOUD MN)
BC
Issued 11/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure James Kramer is the right advisor for you? Invested Better is here to help.
