Skip to main content

Home
Meet The Team
- Meet Russell
- Meet Jared
About Us
Resources
- Calculators
- Flipbooks
- Glossary
- Tax Library
- Videos
Request A Quote
Market Watch
Contact Us
Areas We Serve

Securities-Based Lending

Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

Investment Representative of and advisory services offered through Independent Wealth Network, Inc. a SEC Registered Investment Advisor. Kramer Wealth Advisory is not affiliated with Independent Wealth Network, Inc.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determinded. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Jared at jbkramer@iwnadvisor.com.

Check the background of this firm on FINRA's BrokerCheck

Site Map