Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Palmer is a financial advisor with over 23 years of experience in the financial services industry. David is currently registered with Evercore Group LLC. Previously, David was employed by RBC Capital Markets, LLC, UBS Securities LLC, and Lehman Brothers Inc. David has a broad range of experience in the industry and holds several licenses, including Series 63, Series 87, Series 86, and Series 7. David is registered with the state of New York and is licensed in multiple other states.
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.
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.
1
2
NY
05/14/2019 - Present
Evercore Group LLC (NEW YORK NY)
NY
09/09/2013 - 02/19/2019
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
01/08/2001 - 07/17/2013
UBS SECURITIES LLC (NEW YORK NY)
NY
10/20/1998 - 11/20/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 10/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/17/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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