Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Kramer is a financial advisor at Stancorp Investment Advisers, Inc. Kenneth has been in the industry since 1991 and holds the Series 6, 63, 26, and 65 licenses. Kenneth is currently registered to provide investment advice in Colorado, Indiana, Kentucky, Michigan, New Jersey, and Ohio. Kenneth has been with Stancorp Investment Advisers, Inc. since 2015. Prior to that, Kenneth was employed by Fidelity Brokerage Services, Inc. and Fidelity Investments Institutional Services Company, Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
OR
05/28/2015 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
RI
09/18/1991 - 10/21/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
10/11/1989 - 09/16/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 07/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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