Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Kramer is a financial advisor based in Dallas, Texas. Sean Kramer works for Avantax Advisory Services and has been in the industry since 2016. Sean Kramer holds several securities licenses including Series 7, Series 66, Series 24, and Series 52TO. In addition to securities licenses, Sean Kramer holds the following licenses: Registered Options Principal Examination (Series 4), and Municipal Securities Principal Examination (Series 53). Sean Kramer is registered to conduct business in Texas.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
12/01/2016 - Present
Avantax Advisory Services (DALLAS TX)
FL
03/16/2016 - 12/31/2016
EDI FINANCIAL, INC. (Miami Beach FL)
BOTH
Issued 03/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/17/2017
Series 4 - Registered Options Principal Examination
BC
Issued 05/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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