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Michael Palmeri

Transamerica Financial Advisors, Inc.

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About Michael Palmeri

Michael Palmeri is a financial advisor registered with Transamerica Financial Advisors, Inc. Michael is also registered with the state of Nevada and holds the Series 6 and Series 63 licenses. Michael has been working in the industry since January 2008. Michael specializes in providing financial advice to individuals and families, as well as small businesses. Michael is committed to helping clients achieve their financial goals through personalized financial planning and investment management.

Firm Information

Michael Palmeri is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Palmeri’s Registration & Firm History

NV

01/06/2012 - Present

Transamerica Financial Advisors, Inc. (Las Vegas NV)

NV

01/15/2008 - 01/06/2012

WORLD GROUP SECURITIES, INC. (LAS VEGAS NV)

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Licenses & Designations

BC

Issued 12/03/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Michael Palmeri. Review regulatory record here.
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