Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary James Palmer is a financial advisor who has been in the industry since January 4, 1972. Gary James Palmer currently works for Haese Financial Group Inc. and is registered with FINRA and the state of Wisconsin. Gary James Palmer also has experience working with Girard Securities, Inc., Spelman & Co., Inc., First Affiliated Securities, Inc., Edward D. Jones & Co., L.P., and Loewi & Co., Incorporated. Gary James Palmer is a registered Investment Advisor Representative and offers financial planning and portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
05/01/2014 - Present
Haese Financial Group Inc. (Oregon WI)
WI
09/11/2002 - 04/09/2013
GIRARD SECURITIES, INC. (MADISON WI)
AZ
12/23/1988 - 09/18/2002
SPELMAN & CO., INC. (PHOENIX AZ)
NA
04/03/1981 - 01/01/1989
FIRST AFFILIATED SECURITIES, INC.
NA
08/06/1973 - 04/20/1981
EDWARD D. JONES & CO., L.P.
NA
01/05/1972 - 08/11/1973
LOEWI & CO., INCORPORATED
IA
Issued 03/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1982
Series 4 - Registered Options Principal Examination
BC
Issued 06/22/1981
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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