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KK

Kramer B. Klabau

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CRD#: 1120966
KK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kramer Barnes Klabau was a registered financial professional .

Kramer is a previously registered financial professional and started their career in finance in 1983. Kramer had worked at 7 firms and has passed the Series 63, Series 7, Series 22 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 17, 2009 - December 31, 2013

IMS SECURITIES, INC.

BD
CRD#: 35567
HOUSTON, TX
Past

June 30, 2003 - July 7, 2009

BRYAN FUNDING, INC.

BD
CRD#: 11899
CANONSBURG, PA
Past

August 22, 2001 - February 7, 2003

AUGMENT SECURITIES INC.

BD
CRD#: 28373
NEW YORK, NY
Past

December 15, 1999 - September 5, 2001

NORTH COAST SECURITIES CORPORATION

BD
CRD#: 35982
SAN FRANCISCO, CA
Past

June 28, 1988 - March 25, 1999

SEQUOIA EQUITIES SECURITIES CORPORATION

BD
CRD#: 13848
WALNUT CREEK, CA
Past

May 3, 1985 - January 27, 1988

PROMETHEUS CAPITAL, INC.

BD
CRD#: 15937
Past

March 23, 1983 - January 22, 1986

TRANSGROUP SECURITIES CORPORATION

BD
CRD#: 13026

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/8/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


IS
IMS SECURITIES, INC.
IMS INSURANCE AGENCY OF TEXAS, INC. | IMS SECURITIES, INC.DBA IMS FINANCIAL ADVISORS, INC | IMS SECURITIES, INC. | IMS INSURANCE AGENCY, INC.

CRD#: 35567 / SEC#: , 8-46722

BD
Terminated by SEC on 01/29/2018
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 10/04/1993
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
WADSWORTH, JACKIE DIVONOCHIEF EXECUTIVE OFFICER, COMPLIANCE OFFICER2342163
GAMMON, CHRISTOPHER DAVIDCHIEF FINANCIAL OFFICER, VP-OPTIONS2354523
SPEARS, MICHAEL JCHIEF COMPLIANCE OFFICER4501523

Disclosures


Regulatory Event7
Arbitration6

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


IMS SECURITIES, INC.

CRD#: 35567

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