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Kimberly Lynn Cramer

THE Leaders Group, Inc.

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About Kimberly Lynn Cramer

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.

Firm Information

Kimberly Cramer is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kimberly Cramer’s Registration & Firm History

CO

01/21/2010 - Present

THE Leaders Group, Inc. (LITTLETON CO)

CO

08/11/1994 - 02/17/2009

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Lynn Cramer.
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