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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Kramer is a financial advisor with over eight years of experience in the financial services industry. Michael has a diverse background, having worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. before joining RBC Capital Markets, LLC in October 2020. Michael is registered as a Registered Representative (RA) in Minnesota. Michael specializes in providing investment advice to individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and pooled investment vehicles. Michael has passed several professional exams including the Series 66, Series 10, Series 9, Series 3, Series 7, and the Securities Industry Essentials Examination. Michael has a broad knowledge base and works to provide personalized investment advice to his clients.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
MN
10/13/2020 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
WI
05/21/2012 - 10/06/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAU CLAIRE WI)
BOTH
Issued 06/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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