Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanann? Claim Your ProfileJeanann Kramer is a financial advisor at Gateway Wealth Partners, LLC. Jeanann has over 18 years of experience in the financial services industry. Jeanann has a Series 7, Series 24, and Series 66 license, as well as the SIE Exam, and is registered with FINRA and the state of Wisconsin. Prior to joining Gateway Wealth Partners, Jeanann was a financial advisor at Edward Jones. She is also the business owner of Kramer Elite Solutions, a company that provides consulting and coaching services. Jeanann is committed to providing her clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial 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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WI
10/06/2022 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
WI
04/12/2019 - 07/20/2020
EDWARD JONES (APPLETON WI)
WI
01/16/2018 - 04/08/2019
CUSO FINANCIAL SERVICES, L.P. (Appleton WI)
WI
11/18/2010 - 01/08/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
11/18/2010 - 01/08/2018
SII INVESTMENTS, INC. (APPLETON WI)
WI
07/23/2007 - 10/19/2010
U.S. BANCORP INVESTMENTS, INC. (OSHKOSH WI)
WI
03/08/2005 - 07/11/2007
EDWARD JONES (BERLIN WI)
BOTH
Issued 11/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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