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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Melton Palmer is a financial advisor with Concourse Financial Group Securities, Inc. based in Vidalia, GA. Jeffry has been in the industry since 2007. He is a registered representative and an investment advisor representative. His professional designations include Series 6, Series 7, and Series 63 licenses. Jeffry previously worked with Lincoln Financial Advisors Corporation and MetLife Securities Inc. In addition to his work with Concourse Financial Group Securities, Inc., Jeffry is also the owner of AXIOM CAPITAL and Palmer & Associates. He provides insurance product sales and services and offers lawn care services through GUM BRANCH NURSERY & LANDSCAPE. Jeffry specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
1
2
GA
10/07/2013 - Present
Concourse Financial Group Securities, Inc. (Vidalia GA)
GA
08/13/2010 - 10/11/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (VIDALIA GA)
GA
07/31/2007 - 07/30/2010
METLIFE SECURITIES INC. (VIDALIA GA)
IA
Issued 02/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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