Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Palmer is a financial advisor with over 20 years of experience in the industry. Phillip is currently registered with ThePartners Wealth Management and has been with the firm since September 2024. Phillip also has a strong background with other financial firms including Purshe Kaplan Sterling Investments, The Strategic Financial Alliance, Inc. and Transamerica Financial Advisors, Inc. Phillip is a licensed Investment Advisor Representative in Arizona. Phillip specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, corporations, and pension and profit sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tamp program/model manager/sub advisor
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
09/18/2024 - Present
Thepartners Wealth Management (MONTEREY CA)
AZ
01/02/2014 - 05/23/2017
PURSHE KAPLAN STERLING INVESTMENTS (SAFFORD AZ)
AZ
05/31/2013 - 12/31/2013
THE STRATEGIC FINANCIAL ALLIANCE, INC. (SAFFORD AZ)
AZ
01/06/2012 - 05/31/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (SAFFORD AZ)
AZ
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (SAFFORD AZ)
GA
06/26/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 06/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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