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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Ann Kramer is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. Tracy has been in the industry since 2023 and is registered with the states of Florida and Texas. Tracy specializes in a variety of investment strategies including Financial Planning, Pension Consulting and Educational Seminars. Tracy has a deep understanding of the financial markets and a passion for helping clients achieve their financial goals.
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
FL
10/30/2023 - Present
Stifel, Nicolaus & Company, Inc. (MIAMI FL)
BC
Issued 10/28/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/12/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX 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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