Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Palmer is a financial advisor with over 30 years of experience in the industry. John is currently registered with Osaic Wealth, Inc. as a Registered Representative. John has previously held roles with SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. John has obtained Series 6, SIE and Series 63 licenses and holds the Chartered Financial Consultant designation.
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.
A percentage of the total value of assets under management is charged.
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2
OH
10/11/2024 - Present
Osaic Wealth, Inc. (CANFIELD OH)
OH
05/13/2016 - 01/25/2018
SIGNATOR INVESTORS, INC. (NORTH JACKSON OH)
OH
12/13/1993 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (NORTH JACKSON OH)
NJ
05/26/1989 - 12/15/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/26/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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