Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kramer is an investment advisor representative and registered principal with MML Investors Services, LLC. Patrick has been working in the financial services industry since 1999 and is registered in several states. Patrick has experience in various areas including asset allocation programs, financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
SC
03/05/2020 - Present
MML Investors Services, LLC (Charleston SC)
SC
08/16/2016 - 08/21/2018
PRUCO SECURITIES, LLC. (MT. PLEASANT SC)
FL
03/01/2001 - 03/19/2014
FIDELITY BROKERAGE SERVICES LLC (BOCA RATON FL)
MO
10/01/2000 - 02/22/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/03/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
06/01/1998 - 11/04/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 11/23/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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