Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dewayne Palmer is an experienced financial professional with over 27 years in the industry. Michael is currently registered with LPL Financial LLC as a registered representative. Michael has held previous roles with UVEST FINANCIAL SERVICES GROUP, INC., FIRST TRYON SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., SUNAMERICA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, WADDELL & REED, INC., and L.C. WEGARD & CO., INC.. Michael holds Series 7, 63, 53, 99TO, and SIE licenses. Michael is registered in North Carolina and South Carolina and is dedicated to providing financial advice to individuals, corporations, other businesses, charitable organizations, pension and profit-sharing plans, and investment clubs.
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.
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.
Consulting and other non-discretionary advisory services
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
SC
06/29/2007 - Present
LPL Financial LLC (FORT MILL SC)
NC
07/06/2005 - 05/17/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
02/17/2004 - 10/13/2005
FIRST TRYON SECURITIES, LLC (CHARLOTTE NC)
NC
08/25/1998 - 02/17/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
AZ
07/25/1996 - 09/11/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
10/04/1995 - 03/08/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
KS
03/28/1995 - 09/12/1995
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
09/24/1993 - 02/02/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 10/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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