Unclaimed
Kimberly Lynn Cramer is a financial professional with over 27 years of experience in the industry. Kimberly has been registered with The Leaders Group, Inc. since January 21, 2010. Prior to this, Kimberly worked at Charles Schwab & Co., Inc. from August 11, 1994, to February 17, 2009. Kimberly is licensed to offer securities in California and Colorado. Kimberly holds several industry licenses including Series 63, Series 7, Series 8, Series 9, Series 10, Series 99TO and SIE.
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.
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.
1
2
CO
01/21/2010 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CO
08/11/1994 - 02/17/2009
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BC
Issued 10/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/31/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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