Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Kramer is a financial advisor with over 20 years of experience in the industry. Kevin is registered in 35 states and holds the Series 63, 66 and 7 licenses. Kevin is currently employed by Rockefeller Financial LLC. Previously Kevin was employed by UBS Financial Services Inc. from 2008 to 2021. Kevin specializes in working with high-net-worth individuals, corporations, and charitable organizations. Rockefeller Financial LLC has a strong focus on financial planning, pension consulting, and portfolio management. They manage over $50 billion in assets and provide personalized financial advice to clients.
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.
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.
1
2
CA
10/08/2021 - Present
Rockefeller Financial LLC (Los Angeles CA)
CA
09/19/2008 - 11/02/2021
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
CA
11/09/2004 - 10/02/2008
LEHMAN BROTHERS INC. (LOS ANGELES CA)
NY
05/01/2001 - 11/09/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/11/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Kramer is the right advisor for you? Invested Better is here to help.
