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William J. Kramer

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CRD#: 858570
WK

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.

William John Kramer, who also goes by Bill Kramer, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1978. William had worked at 6 firms and has passed the Series 63, Series 5 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill 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

February 11, 1993 - June 6, 1994

TEXAS SECURITIES, INC.

BD
CRD#: 7655
Past

November 20, 1990 - September 24, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

June 19, 1990 - September 28, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

January 17, 1990 - May 29, 1990

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

January 18, 1984 - June 9, 1988

JOHNSON, LANE, SPACE, SMITH & CO., INC.

BD
CRD#: 472
Past

November 26, 1979 - December 20, 1983

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

September 5, 1979 - November 26, 1979

LOEB PARTNERS

BD
CRD#: 7534
Past

November 1, 1978 - July 6, 1979

JOHNSON, LANE, SPACE, SMITH & CO., INC.

BD
CRD#: 472

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: 6/10/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 10/17/1981
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


TS
TEXAS SECURITIES, INC.
FORT WORTH SECURITIES, INC. CORPORATION | TEXAS SECURITIES, INC.

CRD#: 7655 / SEC#: , 8-22795

BD
Terminated by SEC on 03/04/1994
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Contact information


Main Address
Mailing Address
Phone number
Established
Utah since 03/13/1984
Firm type
Corporation
Fiscal year end
July
# of Employees

Documents


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


TEXAS SECURITIES, INC.

CRD#: 7655

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