Unclaimed
Kevin Richard Palmiter has been in the financial services industry since March 2, 2000. Kevin is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since March 3, 2000. Kevin was previously registered with ROBERT W. BAIRD & CO. INCORPORATED in Milwaukee, WI from March 3, 2000 to January 1, 2002. Kevin holds a Series 63 license, a Series 26 license, a Series 6 license and a SIE license. Kevin is registered with the states of Florida, Minnesota, New York and Pennsylvania.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
PA
03/03/2000 - Present
Northwestern Mutual Investment Services, LLC (MOOSIC PA)
WI
03/03/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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