Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Palma? Claim Your ProfilePalma Mejia is a financial professional with over 20 years of experience in the industry. Palma is currently registered with Oneamerica Securities, Inc. in San Pedro, California. Palma is also registered with the states of Arizona, California, Idaho, Indiana, Montana, North Carolina, and Oregon. Palma has a strong background in providing financial advice and investment management services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/30/2022 - Present
Oneamerica Securities, Inc. (SAN PEDRO CA)
CA
09/18/2008 - 11/05/2008
FARMERS FINANCIAL SOLUTIONS, LLC (SAN PEDRO CA)
CA
04/25/2005 - 12/19/2005
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
CO
07/16/2003 - 12/31/2004
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
05/15/2000 - 04/01/2003
THE LEADERS GROUP, INC. (LITTLETON CO)
BC
Issued 12/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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