Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Palmiter is an investment advisor representative at Key Investment Services LLC. David is a veteran in the industry, having worked with several firms over the years, including Citizens Securities, Inc., HSBC Securities (USA) Inc., M&T Securities, Inc., and Bank of America Investment Services, Inc. David specializes in providing financial planning and portfolio management services to both individuals and investment companies. He is also registered as an investment advisor in New York. David is committed to providing his clients with the highest level of service and expertise.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
03/06/2023 - Present
KEY Investment Services LLC (CICERO NY)
NY
11/10/2006 - 03/08/2023
CITIZENS SECURITIES, INC. (CICERO NY)
NY
04/14/2005 - 12/04/2006
HSBC SECURITIES (USA) INC. (CICERO NY)
MD
12/03/2001 - 04/05/2005
M&T SECURITIES, INC. (BALTIMORE MD)
MA
10/25/2000 - 08/20/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MD
05/29/1996 - 01/01/1997
M&T SECURITIES, INC. (BALTIMORE MD)
BOTH
Issued 01/03/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/22/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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