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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Palmer is a financial advisor in Honolulu, HI. Gregory has been a registered representative since 1996 and is currently affiliated with LPL Financial LLC. Gregory's previous registrations include Fifth Third Securities, Inc. and Associated Investment Services, Inc. Gregory has several exams and licenses including Series 7, Series 6, Series 24, Series 26, Series 52TO, Series 53, Series 63 and Series 66. Gregory is a member of the Central Pacific Investment Services. Gregory is licensed in the state of Hawaii.
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
HI
04/11/2019 - Present
LPL Financial LLC (HONOLULU HI)
HI
04/15/2015 - 04/27/2017
LPL FINANCIAL LLC (HONOLULU HI)
IL
11/02/2011 - 03/20/2015
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
04/20/2004 - 11/07/2011
ASSOCIATED INVESTMENT SERVICES, INC. (AURORA IL)
MN
05/14/1996 - 03/25/2004
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
NA
03/26/1985 - 06/14/1985
IDS MARKETING CORPORATION
BOTH
Issued 01/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/25/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 04/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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