Unclaimed
Diantha Palmer is a registered representative with Valmark Securities, Inc. Diantha has been in the securities industry since June 28, 2001. Diantha is registered in Florida and Ohio. She has passed the Series 6, 7, 24, 63 and SIE exams. Diantha's previous employers include M Holdings Securities, Inc. and Linsco/Private Ledger Corp.
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
FL
05/24/2006 - Present
Valmark Securities, Inc. (MIAMI FL)
OR
02/07/2005 - 05/11/2006
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
SC
06/23/1999 - 02/12/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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