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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Kramer is a financial advisor with over 20 years of experience in the industry. Jeff has been with Morgan Stanley since July 2016 and is currently registered to provide investment advice in 38 states and the District of Columbia. Prior to joining Morgan Stanley, Jeff was with SG Cowen & Co., LLC in New York. Jeff is a licensed Series 7 and Series 66 advisor, and also holds a Series 63 license. Jeff Kramer specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management services for individuals, businesses, and investment companies. Jeff is also the owner of Du Page Training Academy.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
03/26/2020 - Present
Morgan Stanley (Oak Brook IL)
NY
12/16/2003 - 10/06/2005
SG COWEN & CO., LLC (NEW YORK NY)
BOTH
Issued 08/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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