Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Palermo is a financial advisor with over 25 years of experience in the industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and currently serves as a financial advisor at Commonwealth Financial Network in Rochester, New York. David has also worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company, providing individuals with financial guidance throughout his career. David has been registered as a Registered Representative with the State of New York. David is registered to provide financial advice in the following states: Alabama, Arizona, California, Delaware, Florida, Georgia, Iowa, Maryland, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, and Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
06/29/2021 - Present
Commonwealth Financial Network (Rochester NY)
NY
03/21/1996 - 04/20/2018
AMERIPRISE FINANCIAL SERVICES, INC. (ROCHESTER NY)
MN
03/21/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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