Unclaimed
Laurie Beth Palmer is a financial advisor who has been working in the industry since August 2008. Laurie currently holds registrations with Seaport Global Securities LLC and is registered in Puerto Rico. Laurie is a Series 24, Series 7, Series 87, and SIE licensed advisor. Previously, Laurie worked at D.A. Davidson & Co., LPL Financial LLC, Santander Investment Securities Inc., Fordham Financial Management, Inc., MKM Partners LLC, JMP Securities LLC, Canaccord Genuity Inc., Collins Stewart LLC., Longbow Securities, LLC, Brean Murray, Carret & Co., LLC., Merriman Curhan Ford & Co., and W.R. Hambrecht + Co., LLC.
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.
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.
1
2
CA
10/16/2023 - Present
Seaport Global Securities LLC (Costa Mesa CA)
MT
06/11/2021 - 04/27/2023
D.A. DAVIDSON & CO. (GREAT FALLS MT)
SC
02/22/2021 - 03/16/2021
LPL FINANCIAL LLC (FORT MILL SC)
NY
10/21/2020 - 12/08/2020
SANTANDER INVESTMENT SECURITIES INC. (NEW YORK NY)
MT
12/06/2019 - 02/25/2020
D.A. DAVIDSON & CO. (GREAT FALLS MT)
CA
01/02/2019 - 03/19/2019
FORDHAM FINANCIAL MANAGEMENT, INC. (San Diego CA)
CA
04/17/2015 - 07/17/2018
MKM PARTNERS LLC (NEWPORT BEACH CA)
CA
07/24/2014 - 04/21/2015
JMP SECURITIES LLC (SAN FRANCISCO CA)
NY
07/12/2011 - 07/07/2014
CANACCORD GENUITY INC. (NEW YORK NY)
NY
03/23/2012 - 03/28/2012
COLLINS STEWART LLC. (NEW YORK NY)
OH
01/07/2009 - 07/12/2011
LONGBOW SECURITIES, LLC (INDEPENDENCE OH)
NY
11/11/2008 - 12/26/2008
BREAN MURRAY, CARRET & CO., LLC. (NEW YORK NY)
NY
02/02/2007 - 11/03/2008
MERRIMAN CURHAN FORD & CO. (NEW YORK NY)
MA
10/17/2005 - 01/19/2007
W.R. HAMBRECHT + CO., LLC (BOSTON MA)
BC
Issued 03/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Laurie Palmer is the right advisor for you? Invested Better is here to help.