Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Pierson Palmer is a financial professional with over 5 years of experience in the financial services industry. Robert has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Robert is a Certified Financial Planner and a Chartered Financial Consultant. Currently, Robert is a Registered Representative with Avidian Wealth Solutions. Prior to joining Avidian Wealth Solutions, Robert was a Registered Representative with Fidelity Brokerage Services LLC. Previously, Robert was a Registered Representative with MML Investors Services, LLC and NYLIFE Securities LLC. Robert's experience and expertise make him a valuable resource for clients seeking to 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.
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.
A percentage of the total value of assets under management is charged.
Mgmt of pooled investment vehicles
1
2
TX
04/25/2023 - Present
Avidian Wealth Solutions (HOUSTON TX)
CT
03/03/2020 - 04/24/2023
FIDELITY BROKERAGE SERVICES LLC (FAIRFIELD CT)
CT
10/09/2018 - 01/08/2020
MML INVESTORS SERVICES, LLC (STAMFORD CT)
NY
09/22/2018 - 10/03/2018
NYLIFE SECURITIES LLC (WHITE PLAINS NY)
BOTH
Issued 10/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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