Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kramer is a financial advisor with over 40 years of experience in the industry. Jeffrey Kramer is a registered representative of Stifel, Nicolaus & Company, Inc. and is also a registered investment advisor. Prior to joining Stifel, Nicolaus & Company, Inc., Jeffrey Kramer was a financial advisor at Wells Fargo Advisors, LLC and UBS Financial Services Inc.. Jeffrey Kramer is committed to providing 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
02/05/2020 - Present
Stifel, Nicolaus & Company, Inc. (SCOTTSDALE AZ)
AZ
10/09/2007 - 01/29/2016
WELLS FARGO ADVISORS, LLC (SCOTTSDALE AZ)
AZ
03/16/2001 - 10/16/2007
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
NY
01/02/1992 - 03/29/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MO
09/04/1990 - 01/20/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
06/12/1989 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
08/14/1987 - 06/13/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
10/15/1981 - 09/01/1987
E. F. HUTTON & COMPANY INC
IA
Issued 06/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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