Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kramer is a financial advisor at Raymond James Financial Services Advisors, Inc. Matthew has been in the financial industry since 2016. Matthew is registered with the state of Maryland and is a Series 7 and Series 66 licensed representative. Matthew provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Matthew is also a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
04/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Rockville MD)
DC
09/07/2022 - 04/03/2024
FIDELITY BROKERAGE SERVICES LLC (WASHINGTON DC)
MD
01/27/2021 - 08/29/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)
DC
11/25/2019 - 01/22/2021
CHARLES SCHWAB & CO., INC. (Washington DC)
MD
01/21/2016 - 11/08/2019
EDWARD JONES (BOWIE MD)
BOTH
Issued 02/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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