Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jeffrey Kramer is a financial advisor at New Edge Wealth. Michael Kramer has been in the industry since 2003. Michael Jeffrey Kramer has a strong track record in the financial services industry, with experience at several prominent firms. Michael Jeffrey Kramer specializes in providing financial planning, portfolio management, and pension consulting services. Michael Jeffrey Kramer is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in Connecticut, New York, and Texas. Michael Jeffrey Kramer has extensive experience working with high-net-worth individuals, families, corporations, and charitable organizations. Michael Jeffrey Kramer has a commitment to helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
10/16/2023 - Present
NEW Edge Wealth (STAMFORD CT)
NY
09/29/2023 - 10/14/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/05/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
11/15/2018 - 02/09/2021
B. RILEY WEALTH MANAGEMENT (New York NY)
NY
11/30/2017 - 11/19/2018
B. RILEY FBR, INC. (NEW YORK NY)
NY
11/19/2015 - 11/30/2017
B. RILEY & CO., LLC (NEW YORK NY)
NY
05/06/2005 - 11/20/2015
LADENBURG THALMANN & CO. INC. (NEW YORK NY)
NY
10/07/2003 - 06/14/2005
NBGI SECURITIES INC. (NEW YORK NY)
IA
Issued 05/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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