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 with experience in the financial services industry. Michael has held positions at T. Rowe Price Investment Services, Inc., Cadaret, Grant & CO., Inc., Western International Securities, Inc., Cuso Financial Services, LP, Next Financial Group, Inc., SCF Securities, Inc., and Sorrento Pacific Financial, LLC. Michael holds the Series 7, Series 7TO, Series 24, Series 63, and SIE licenses. Michael has also held a Series 7 license in the past.
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.
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2
MD
12/20/2023 - Present
Grove Point Investments, LLC (ROCKVILLE MD)
CO
08/22/2016 - 08/04/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BC
Issued 09/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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