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RK

Richard E. Kramer

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CRD#: 5208271
RK

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.

Richard Elliott Kramer, who also goes by Richard Kramer, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 2008. Richard had worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Richard Kramer

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

January 4, 2016 - January 6, 2023

PANMURE LIBERUM INC

BD
CRD#: 148135
NEW YORK, NY
Past

June 9, 2014 - December 28, 2015

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

December 17, 2013 - June 11, 2014

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

September 15, 2009 - July 16, 2013

NATWEST MARKETS SECURITIES INC.

BD
CRD#: 11707
STAMFORD, CT
Past

November 24, 2008 - June 3, 2009

BANC OF AMERICA SECURITIES LLC

BD
CRD#: 26091
NEW YORK, NY

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: 2/2/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PL
PANMURE LIBERUM INC
LIBERUM | PANMURE LIBERUM INC | LIBERUM CAPITAL INC

CRD#: 148135 / SEC#: , 8-67976

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
575 Fifth Avenue 20th Floor, New York, NY 10017
Mailing Address
575 Fifth Avenue 20th Floor, New York, NY 10017
Phone number
(212) 596-4800
Established
New York since 02/20/2008
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PANMURE LIBERUM CAPITAL LIMITEDSOLE OWNER
PLANT, JULIAN HUGH BENEDICTCHIEF EXECUTIVE OFFICER1848356
RICCI, RICHARD THOMASDIRECTOR2575976
VIGLIAROLO, JOSEPH CHARLESFINOP, CFO, PFO, TREASURER4880434
WAGNER, ALAN PHILIPPRINCIPAL OPERATIONS OFFICER3095126
WAGNER, ALAN PHILIPRESEARCH PRINCIPAL3095126
WAGNER, ALAN PHILIPOPERATIONS MANAGER & CHIEF COMPLIANCE OFFICER3095126

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


PANMURE LIBERUM INC

CRD#: 148135

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