Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allan Palma is a financial advisor based in Royal Oak, MI, with a strong track record in the industry. Robert is currently registered with Cambridge Investment Research Advisors, Inc. and has worked with various other firms in the past, including Regulus Financial Group, LLC, Lincoln Investment and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Robert has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
07/05/2023 - Present
Cambridge Investment Research Advisors, Inc. (Royal Oak MI)
MI
06/06/2019 - 07/07/2023
REGULUS FINANCIAL GROUP, LLC (Troy MI)
MI
01/03/2017 - 06/07/2019
LINCOLN INVESTMENT (Royal Oak MI)
MI
01/19/2016 - 01/03/2017
LEGEND EQUITIES CORPORATION (Royal Oak MI)
MI
08/27/2013 - 01/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
BOTH
Issued 02/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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