linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Joseph Palmer

Fidelity Distributors Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick Joseph Palmer

Patrick Joseph Palmer is a registered representative with Fidelity Distributors Co. LLC. Patrick has been in the financial services industry since 1989. Patrick is a Series 6, 7, 26, 63 and 65 licensed professional and holds the SIE designation. Patrick has experience with American Century Investment Services Inc., Putnam Retail Management Limited Partnership, OppenheimerFunds Distributor, Inc., Titan/Value Equities Group, Inc., Jonathan Alan & Co., Inc., Hym Financial, Inc., and First Investors Corporation.

Firm Information

Patrick Palmer is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick Palmer’s Registration & Firm History

RI

04/11/2018 - Present

Fidelity Distributors Co. LLC (SMITHFIELD RI)

NJ

03/06/2008 - 05/23/2016

AMERICAN CENTURY INVESTMENT SERVICES INC. (OLDWICK NJ)

MA

01/13/1998 - 02/19/2008

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

NY

11/21/1990 - 12/02/1997

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

CA

05/18/1990 - 10/24/1990

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

01/04/1989 - 05/18/1990

JONATHAN ALAN & CO., INC.

NA

07/09/1987 - 11/08/1988

HYM FINANCIAL, INC.

NA

04/06/1987 - 06/26/1987

FIRST INVESTORS CORPORATION

Not sure if Patrick Joseph Palmer is right for you?

Licenses & Designations

IA

Issued 06/26/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/11/1989

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

BC

Issued 04/02/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Joseph Palmer.
Not sure if Patrick Joseph Palmer is right for you?