Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Kramer is a registered investment advisor representative with Independent Wealth Network, Inc. Russell Kramer has been in the financial industry for over 20 years and holds Series 3, 6, 7, 63, and 66 licenses. Russell Kramer has been registered with Independent Wealth Network, Inc. since 2018. Previously, Russell Kramer worked at BROKER DEALER FINANCIAL SERVICES CORP. and AMERITAS INVESTMENT CORP.
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.
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2
IA
04/20/2020 - Present
Independent Wealth Network, Inc. (Grimes IA)
IA
06/10/2005 - 08/27/2018
BROKER DEALER FINANCIAL SERVICES CORP. (GRIMES IA)
NE
04/01/2002 - 06/24/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CT
10/04/2000 - 03/05/2002
ING PILGRIM SECURITIES, INC. (WINDSOR CT)
GA
09/25/1995 - 02/28/1996
WMA SECURITIES, INC. (DULUTH GA)
AZ
05/10/1995 - 09/25/1995
WESTERN FEDERAL GROUP (SCOTTSDALE AZ)
GA
03/08/1995 - 05/25/1995
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 10/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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