Unclaimed
Anthony Palmer has been working in the financial industry since 1992. He is currently registered as an Investment Advisor Representative (IAR) with State Farm Investment Management Corp. in St. Charles, MO. Anthony Palmer is also a registered representative in Illinois and Missouri. Anthony Palmer specializes in portfolio management for individuals and investment companies. He has also been involved in several previous firms and has a range of industry experience. Anthony Palmer is also a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
MO
09/27/2018 - Present
State Farm Investment Management Corp. (ST CHARLES MO)
MO
02/08/2001 - 05/03/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MI
06/22/1993 - 02/15/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
06/22/1993 - 06/29/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/19/1992 - 12/14/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
09/16/1991 - 07/14/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 01/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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