Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Kramer is a financial advisor with over 20 years of experience in the industry. Mitchell is a Certified Financial Planner and holds a Series 7, Series 63, and Series 24 license. Mitchell is currently registered with Fluent Financial, LLC and previously worked with LPL FINANCIAL LLC and American Express Financial Advisors Inc.. Mitchell is a member of the Texas Tech Rawls School of Business Advisory Council. Mitchell provides financial planning, portfolio management, and pension consulting services to individuals and businesses. Mitchell has a strong track record of helping clients achieve their financial goals. Fluent Financial, LLC is a Registered Investment Advisor with approximately $287 million in assets under management. The firm provides financial planning, portfolio management, and pension consulting services to individuals and businesses.
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.
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
TX
01/06/2014 - Present
Fluent Financial, LLC (DALLAS TX)
TX
08/01/2005 - 07/16/2018
LPL FINANCIAL LLC (DALLAS TX)
MN
05/07/1996 - 08/02/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/07/1996 - 08/02/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mitchell Kramer is the right advisor for you? Invested Better is here to help.
