Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Palmer is an investment advisor representative for Valic Financial Advisors, Inc. Robert has been in the industry for over 8 years and has 2 state exams and 2 product exams. Robert is registered in Illinois and Missouri to provide both securities and investment advisory services. Robert is available to assist individuals, corporations, and high-net-worth individuals.
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.
Recommend wrap accounts to clients
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.
1
2
MO
07/12/2019 - Present
Valic Financial Advisors, Inc. (ST. LOUIS MO)
BC
Issued 07/19/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Robert Palmer is the right advisor for you? Invested Better is here to help.
