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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Kramer is a financial advisor with over 37 years of experience in the industry. Lee is currently registered with Osaic Wealth, Inc. and is located in Frederick, MD. Lee has previously worked with FSC Securities Corporation and Securities America, Inc.. Lee Kramer is a Certified Financial Planner™ professional, and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Lee Kramer specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Lee Kramer has been a registered Investment Advisor since 1995 and is also a licensed insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
MD
11/03/2023 - Present
Osaic Wealth, Inc. (FREDERICK MD)
MD
03/15/2005 - 11/03/2023
FSC SECURITIES CORPORATION (FREDERICK MD)
NE
12/16/2002 - 02/11/2005
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
05/22/1986 - 01/13/2003
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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