Donna Kramer, CFP
BPAS
Certified Financial Planner in Utica, NY
Address:6 Rhoads Drive, #7
Utica, NY 13502
About Donna Kramer
Donna Kramer is a financial professional at BPAS located in Utica, New York. Donna Kramer holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Donna Kramer provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Donna Kramer6 Rhoads Drive, #7
Utica, NY 13502
Phone Number:
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Website:
https://www.bpas.com/
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