Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Palmer is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Michael has been in the financial industry since 1981 and has a broad range of experience working with clients across various financial services firms. Michael is a registered representative in Arizona, Indiana, and Texas and is also an Investment Advisor Representative in those states. Michael's previous experience includes positions at Ameriprise Financial Services, LLC, Wells Fargo Advisors, LLC, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael specializes in providing a variety of financial planning services to clients including portfolio management for individuals and businesses, selection of other advisors, pension consulting, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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
AZ
05/21/2020 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
01/17/2014 - 05/26/2020
AMERIPRISE FINANCIAL SERVICES, LLC (SCOTTSDALE AZ)
IN
03/06/2009 - 01/21/2014
WELLS FARGO ADVISORS, LLC (MUNSTER IN)
IN
04/02/2007 - 03/09/2009
MORGAN STANLEY & CO. INCORPORATED (MERRILVILLE IN)
IN
05/13/2005 - 04/02/2007
MORGAN STANLEY DW INC. (MERRILVILLE IN)
NY
07/31/1993 - 06/08/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/25/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/23/1981 - 02/12/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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