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Keri Elizabeth Palmer

THE Leaders Group, Inc.

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About Keri Elizabeth Palmer

Keri Elizabeth Palmer is a financial professional with over 4 years of experience in the industry. Keri has a Series 7, Series 24, and SIE licenses. Keri currently works for The Leaders Group, Inc., located in Littleton, Colorado. Prior to joining The Leaders Group, Inc., Keri worked for Cambridge Investment Research, Inc. in Plymouth, Minnesota.

Firm Information

Keri Palmer is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Keri Palmer’s Registration & Firm History

CO

02/22/2021 - Present

THE Leaders Group, Inc. (LITTLETON CO)

MN

04/01/2016 - 08/28/2020

CAMBRIDGE INVESTMENT RESEARCH, INC. (PLYMOUTH MN)

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Licenses & Designations

BC

Issued 12/15/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keri Elizabeth Palmer.
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