Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Ann Cramer is a registered representative with Stifel, Nicolaus & Company, Inc. Renee has been in the securities industry since September 20, 1999. She has held previous positions with UBS Financial Services Inc. and Piper Jaffray & Co.. Renee is licensed to sell securities in 48 states. She specializes in investment management for individuals, businesses, and pooled investment vehicles. Renee also offers financial planning and educational seminars.
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.
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
MN
10/16/2009 - Present
Stifel, Nicolaus & Company, Inc. (MANKATO MN)
MN
08/12/2006 - 10/16/2009
UBS FINANCIAL SERVICES INC. (MANKATO MN)
MN
09/21/1999 - 08/12/2006
PIPER JAFFRAY & CO. (MANKATO MN)
BOTH
Issued 09/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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