Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Palmer is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. He is a registered representative with the state of Michigan, Texas, and several other states. Matthew is a highly experienced advisor with over a decade of experience in the financial services industry. He is a Series 66, Series 7 and SIE licensed holder and has been registered with FINRA since 2013. He provides services in financial planning, portfolio management, educational seminars, and selection of other advisors. He has a proven track record of helping clients achieve their financial goals and has worked with clients from all walks of life, including high-net-worth individuals, corporations, and pension plans. Matthew is committed to providing his clients with personalized advice and guidance, helping them navigate the complex world of finance with confidence.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
08/29/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DEARBORN MI)
BOTH
Issued 07/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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