Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Mcclusky Palmer is a financial advisor with over 20 years of experience in the financial services industry. Fred Mcclusky Palmer is currently registered with LPL Financial LLC and is licensed to provide investment advice in several states. Previously, Fred Mcclusky Palmer was associated with CUNA Brokerage Services, Inc., NFP Securities, Inc., UVEST Financial Services Group, Inc., Raymond James Financial Services, Inc. and other firms. Fred Mcclusky Palmer's experience includes providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, businesses, and retirement plans. Fred Mcclusky Palmer is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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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2
FL
05/19/2022 - Present
LPL Financial LLC (TALLAHASSEE FL)
FL
07/10/2013 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TALLAHASSEE FL)
NC
01/28/2008 - 04/19/2013
NFP SECURITIES, INC. (CHARLOTTE NC)
FL
01/31/2006 - 11/08/2006
UVEST FINANCIAL SERVICES GROUP, INC. (TALLAHASSEE FL)
FL
08/20/2001 - 02/02/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
IA
04/11/2000 - 08/27/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
WI
08/18/1999 - 03/27/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
08/27/1998 - 07/30/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
FL
09/15/1997 - 03/03/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
04/11/1996 - 12/09/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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