Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Palmer is a financial advisor with Next Financial Group, Inc. Bobby has been in the financial industry since 2004. Bobby is registered with the state of Tennessee and holds Series 63, 66, 7 and SIE licenses. Bobby has been working with Next Financial Group, Inc. since June 2012. Bobby previously worked at WOODBURY FINANCIAL SERVICES, INC. and EDWARD JONES. Bobby has a variety of specializations that can help clients with their financial needs. Bobby is also a trustee for the Kiwanis Club of Putnam County.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TN
06/15/2012 - Present
Next Financial Group, Inc. (COOKEVILLE TN)
TN
03/13/2007 - 06/27/2012
WOODBURY FINANCIAL SERVICES, INC. (COOKEVILLE TN)
TN
01/27/2004 - 02/23/2007
EDWARD JONES (COOKEVILLE TN)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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