Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Michael Palmer is a financial advisor with over 25 years of experience in the financial services industry. Gregory is currently registered with Mml Investors Services, LLC, in both New Hampshire and Massachusetts. Previously, Gregory worked for firms such as MSI Financial Services, Inc., MetLife Investors Distribution Company, New England Securities, Tower Square Securities, Inc. and Walnut Street Securities, Inc. Gregory Palmer has extensive experience in providing investment advice and portfolio management services. He specializes in working with high-net-worth individuals, businesses, corporations, trusts, foundations, and retirement plans. Gregory has a strong background in financial planning, asset allocation, and pension consulting. He also offers educational seminars and selection of other advisors. Gregory is a highly qualified and experienced financial advisor committed to providing personalized and comprehensive financial solutions to his clients.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
MA
08/15/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NY
08/12/2011 - 07/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
03/15/2001 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
07/12/2011 - 09/06/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
07/12/2011 - 09/06/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NH
04/19/2004 - 05/31/2006
WALNUT STREET SECURITIES, INC. (DERRY NH)
MA
02/10/1997 - 02/13/2001
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
NY
09/05/2000 - 02/09/2001
QUICK & REILLY, INC. (NEW YORK NY)
FL
02/15/1996 - 02/11/1997
MERRIMAC CORPORATE SECURITIES, INC. (ALTAMONTE SPRINGS FL)
NY
06/25/1993 - 03/28/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
09/04/1992 - 10/07/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 9/7/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 2/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/2/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/8/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/11/2003
Series 4 - Registered Options Principal Examination
BC
Issued 12/8/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/8/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/9/1998
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 9/3/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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