Unclaimed
Steven Elliot Kramer is an investment advisor representative who has been in the industry since 1987. Steven is registered with Hornor, Townsend & Kent, LLC, and is licensed to provide advisory services in several states. Steven has experience working with a range of clients, including individuals, corporations, and charitable organizations. Steven is also a partner in the firm Q6 Group, LLC, which provides multi-line insurance and investment planning services.
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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
NY
03/19/2021 - Present
Hornor, Townsend & Kent, LLC (NEW YORK NY)
NY
02/22/1994 - 09/08/2010
NEW ENGLAND SECURITIES (UNIONDALE NY)
CT
07/08/1993 - 03/18/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
04/19/1988 - 07/07/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
NA
04/19/1983 - 09/12/1983
YORK SECURITIES, INC.
IA
Issued 01/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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