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Gregory Douglas Palmer

Cetera Investment Services LLC

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About Gregory Douglas Palmer

Gregory Palmer is a financial advisor with over 20 years of experience in the financial services industry. Gregory Palmer is currently registered with Cetera Investment Services LLC, a leading financial services firm. Gregory Palmer has passed the Series 6, 7, and 63 exams and the Securities Industry Essentials Examination (SIE). Prior to Cetera Investment Services LLC, Gregory Palmer was with PRIMEVEST FINANCIAL SERVICES, INC. and FBS INVESTMENT SERVICES, INC.

Firm Information

Gregory Palmer is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gregory Palmer’s Registration & Firm History

MN

01/14/2013 - Present

Cetera Investment Services LLC (ST. LOUIS PARK MN)

MN

01/25/2000 - 12/31/2010

PRIMEVEST FINANCIAL SERVICES, INC. (PLYMOUTH MN)

NA

03/11/1993 - 12/31/1994

FBS INVESTMENT SERVICES, INC.

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Licenses & Designations

BC

Issued 02/03/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/04/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Douglas Palmer.
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