Donna D. Kramer
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.
Donna Dimare Kramer, CFP®, who also goes by Donna Marie Dimare, Donna D Kramer, Donna Marie Kramer, was a registered financial professional .
Donna is a previously registered financial professional and started their career in finance in 1991. Donna had worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 12, 2017 - December 13, 2021
HAND SECURITIES, INC
July 25, 1995 - July 24, 2017
HAMILTON CAVANAUGH & ASSOCIATES, INC.
June 23, 1995 - July 17, 1995
HAMILTON CAVANAUGH & ASSOCIATES, INC.
December 20, 1991 - June 27, 1995
UNUM SALES CORPORATION
July 15, 1991 - October 18, 1991
MONY SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
HAND SECURITIES, INC
CRD#: 45198 / SEC#: , 8-51001
Contact information
FINRA licenses (38 States and Territories)
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.
