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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauretta? Claim Your ProfileLauretta Kramer is an Investment Advisor Representative with West Financial Services, Inc. Lauretta has been in the financial services industry for over 20 years. Lauretta is a CERTIFIED FINANCIAL PLANNER™ professional and has a variety of certifications, including Series 6, Series 7, Series 24 and Series 66. Lauretta has worked for several financial institutions, including LPL Financial LLC, UVEST Financial Services Group, Inc., and Capital Brokerage Corporation. Lauretta is registered in Virginia. Lauretta specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Lauretta has a history of working with a diverse range of clients, including individuals, families, businesses, and charitable organizations. Lauretta is committed to providing her 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.
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.
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2
VA
06/12/2018 - Present
West Financial Services, Inc. (MCLEAN VA)
MD
10/09/2007 - 06/06/2018
LPL FINANCIAL LLC (COLUMBIA MD)
MD
05/28/1999 - 10/09/2007
UVEST FINANCIAL SERVICES GROUP, INC. (OLNEY MD)
VA
06/06/1995 - 05/28/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BOTH
Issued 04/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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