Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Palmer is a financial advisor with over 26 years of experience in the industry. Steve is currently registered with Osaic Institutions, Inc. and has prior experience with a number of other firms including Securities America, Inc., MSI Financial Services, Inc., MetLife Investors Distribution Company, MetLife Securities, Inc, New England Securities, MML Investors Services, Inc., Allstate Financial Services, LLC, Jefferson Pilot Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Steve is a registered representative and investment advisor representative in New Hampshire. Steve specializes in working with high net worth individuals, individuals other than high net worth individuals, and corporations or other businesses. Steve's primary focus is providing financial planning and portfolio management services to clients.
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.
Solicitation services for other advisers
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
NH
02/08/2023 - Present
Osaic Institutions, Inc. (CONCORD NH)
NE
03/24/2017 - 01/09/2023
SECURITIES AMERICA, INC. (LAVISTA NE)
NH
09/07/2016 - 11/15/2016
MSI FINANCIAL SERVICES, INC. (MANCHESTER NH)
NY
06/30/2016 - 09/07/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NH
05/30/2014 - 06/30/2016
METLIFE SECURITIES, INC (MANCHESTER NH)
NH
06/13/2014 - 01/02/2015
NEW ENGLAND SECURITIES (MANCHESTER NH)
NH
06/15/2010 - 06/13/2014
NEW ENGLAND SECURITIES (MANCHESTER NH)
NH
07/09/2009 - 06/07/2010
MML INVESTORS SERVICES, INC. (BEDFORD NH)
NH
10/19/2004 - 05/08/2009
ALLSTATE FINANCIAL SERVICES, LLC (NASHUA NH)
IN
07/14/2000 - 10/18/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MN
02/15/1996 - 06/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/15/1996 - 06/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steve Palmer is the right advisor for you? Invested Better is here to help.
