Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherri? Claim Your ProfileSherri Kramer is an Investment Advisor Representative with Stiefel, Nicolaus & Company, Inc. and Stiefel Independent Advisors, LLC. Sherri has been in the financial services industry for 30 years. Kramer is registered in 53 states, including Texas, Illinois and Missouri. Sherri is a Series 7, Series 9, Series 10, and Series 63 and Series 65 licensed advisor. Kramer offers a range of financial planning services, including portfolio management, investment management for individuals and businesses, pension consulting and selection of other advisors.
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
MO
01/27/2025 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
IA
Issued 06/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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