Unclaimed
Robert Lee Cramer is a financial advisor with over 20 years of experience in the industry. Robert is currently registered with Fidelity Brokerage Services LLC and holds Series 3, 4, 7, 9, 10, 24, and 63 licenses. Robert has a strong background in securities and investments, and is dedicated to providing his clients with personalized financial advice. Robert is committed to helping his clients reach their financial goals.
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.
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.
1
2
TX
12/11/2003 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
MA
01/30/2003 - 12/11/2003
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
12/06/2000 - 12/31/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 12/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/06/2008
Series 4 - Registered Options Principal Examination
BC
Issued 10/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/01/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2007
Series 3 - National Commodity Futures Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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