Unclaimed
Robert John Palmer is an investment advisor representative with PNC Investments, a firm with 1163 registered representatives. Robert John Palmer is located in WASHINGTON, DC and has been working in the financial industry since 1998. Robert John Palmer has been registered with PNC Investments since 2010. Prior to that, Robert John Palmer was employed by SUNTRUST INVESTMENT SERVICES, INC., LM FINANCIAL PARTNERS, INC., NORTHEAST SECURITIES, INC., COMMONWEALTH EQUITY SERVICES, INC. and BILTMORE SECURITIES, INC. Robert John Palmer is licensed to provide investment advisory services in several states, including California, District of Columbia, Florida, Idaho, Maryland, New Mexico, Ohio, Pennsylvania, and Virginia. Robert John Palmer also has passed several industry exams, including Series 63, Series 66, Series 7, and Series 26.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DC
07/07/2010 - Present
PNC Investments (WASHINGTON DC)
DC
02/27/2002 - 04/30/2010
SUNTRUST INVESTMENT SERVICES, INC. (WASHINGTON DC)
LA
04/16/1999 - 02/27/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NY
07/10/1997 - 10/03/1997
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
MA
06/24/1996 - 11/01/1996
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
FL
02/28/1996 - 05/08/1996
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
BOTH
Issued 12/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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