Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell Cramer is an investment advisor representative registered in Florida. Russell has been in the industry since 1999 and is currently associated with Cramer & Rauchegger, Inc. Previous firms Russell was associated with include Kalos Capital, Inc., QA3 Financial Corp., Intersecurities, Inc., USAllianz Securities, Inc., USA Financial Securities Corporation, and First Union Brokerage Services, Inc. Russell holds the Series 6, 7, 63, and 65 licenses. The firm manages discretionary assets of over $164 million.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Trustee services
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.
Trust management fee
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2
FL
12/11/2015 - Present
Cramer & Rauchegger, Inc. (MAITLAND FL)
FL
08/28/2008 - 10/03/2022
KALOS CAPITAL, INC. (MAITLAND FL)
FL
08/30/2004 - 09/10/2008
QA3 FINANCIAL CORP. (WINTER PARK FL)
FL
01/24/2003 - 08/27/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MN
06/17/2002 - 10/14/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MI
06/12/2001 - 11/30/2001
USA FINANCIAL SECURITIES CORPORATION (ADA MI)
NC
06/01/1999 - 11/17/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 12/13/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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