Unclaimed
Pramod Kapur is a financial professional with over 40 years of experience in the industry. Pramod has been associated with B.b. Graham & Company, Inc. since 2007. Previously, Pramod was with First Midamerica Investment Corporation, Wachovia Securities, LLC, Blunt Ellis & Loewi Incorporated, IDS Life Insurance Company, Investors Diversified Services, Inc., and IDS Marketing Corporation. Pramod is registered with the state of Illinois and Ohio. Pramod offers a variety of services including Financial Planning, Pension Consulting, and Selection of Other Advisors.
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.
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
IL
11/23/2007 - Present
B.b. Graham & Company, Inc. (LINCOLNSHIRE IL)
IL
10/07/2004 - 12/31/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (VERNON HILLS IL)
MO
09/04/1990 - 10/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NA
11/29/1983 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
09/23/1980 - 11/18/1983
IDS LIFE INSURANCE COMPANY
NA
09/23/1980 - 11/18/1983
INVESTORS DIVERSIFIED SERVICES, INC.
NA
09/23/1980 - 10/08/1981
IDS MARKETING CORPORATION
IA
Issued 09/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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