Unclaimed
Bruce Palmieri is a financial advisor with Northwestern Mutual Investment Services, LLC. Bruce has been in the financial services industry since January 1994, working with clients throughout Maryland and beyond. Bruce holds a Series 6, 7, 63 and 65 license, and has a strong track record of providing investment and financial planning advice.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
MD
01/06/1994 - Present
Northwestern Mutual Investment Services, LLC (BALTIMORE MD)
WI
02/07/1994 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 03/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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