Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kenneth Palmer is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with BFC Planning, Inc. and is licensed to provide financial advice in Oregon. Prior to joining BFC Planning, John was a financial advisor for SCF Securities, Inc., National Securities Corporation, J.P. Turner & Company, L.L.C., Gunnallen Financial, Inc, Commonwealth Financial Network, Citicorp Investment Services, CUE, PML Securities Company, Soares Financial Group, Inc., Princor Financial Services Corporation, Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Southmark Financial Services, Inc., Certified Equities Incorporated and Waddell & Reed, Inc. John is a Certified Financial Planner and holds the Series 6, Series 7, Series 22, and SIE licenses. John's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fee
1
2
IA
06/02/2020 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
CA
06/04/2019 - 08/20/2019
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
06/03/2010 - 04/24/2019
NATIONAL SECURITIES CORPORATION (SAN JOSE CA)
CA
03/31/2010 - 06/29/2010
J.P. TURNER & COMPANY, L.L.C. (SAN JOSE CA)
CA
07/22/2004 - 03/31/2010
GUNNALLEN FINANCIAL, INC (SAN JOSE CA)
MA
07/26/2002 - 06/24/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
06/06/2001 - 06/05/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
AZ
10/30/1995 - 05/21/2001
CUE (PHOENIX AZ)
DE
06/10/1994 - 12/31/1995
PML SECURITIES COMPANY (NEWARK DE)
NA
09/10/1991 - 06/15/1994
SOARES FINANCIAL GROUP, INC.
IA
04/24/1990 - 08/29/1990
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
AZ
11/19/1989 - 03/14/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/08/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/04/1988 - 07/11/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/08/1986 - 04/06/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
04/30/1985 - 01/08/1986
CERTIFIED EQUITIES INCORPORATED
NA
02/20/1981 - 05/06/1985
WADDELL & REED, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/16/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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