Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael L Kramer is an investment advisor representative with Wells Fargo Clearing Services, LLC, licensed in California and Texas. Michael L Kramer has been in the industry since November 18, 1979. Michael L Kramer has previously been associated with Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc and Dean Witter Reynolds Inc. Michael L Kramer works in the Los Angeles, California branch office of Wells Fargo Clearing Services, LLC and may also work out of the Calabasas, California office.
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.
Investment consulting services to institutional clients
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
CA
07/23/2014 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
CA
07/31/1993 - 02/01/2008
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/05/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
11/01/1979 - 02/14/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 06/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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