Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Palmer is an active investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Palmer has been in the industry for over 27 years and has worked for several firms including Bank of America, LaSalle Financial Services, Inc., Comerica Securities, and Imperial Securities Corporation. Palmer is registered in California and Illinois.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
MA
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IL
06/05/2003 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
MI
03/29/2000 - 06/09/2003
COMERICA SECURITIES (DETROIT MI)
CA
06/19/2001 - 07/31/2001
IMPERIAL SECURITIES CORPORATION (INGLEWOOD CA)
NY
01/25/1996 - 03/31/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
08/17/1994 - 02/09/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 01/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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