Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clemente? Claim Your ProfileClemente Palacios is a financial advisor at Edward Jones, a firm that manages over $824 billion in assets. Clemente has been in the financial services industry since 2005 and has held previous positions at Chase Investment Services Corp., Centaurus Financial, Inc., and WAMU Investments, Inc.. Clemente is registered with the Securities and Exchange Commission (SEC) and holds FINRA Series 6, 7TO, 63, and 66 licenses. Clemente is also licensed as a registered investment advisor (RIA) in Florida and Texas. Clemente specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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.
See schedule d - miscellaneous
1
2
FL
10/26/2022 - Present
Edward Jones (THE VILLAGES FL)
CA
09/08/2009 - 09/19/2012
CHASE INVESTMENT SERVICES CORP. (HUNTINGTON PARK, CA)
CA
03/19/2009 - 09/01/2009
CENTAURUS FINANCIAL, INC. (MONROVIA CA)
CA
03/16/2005 - 05/07/2008
WAMU INVESTMENTS, INC. (MONROVIA CA)
BOTH
Issued 08/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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