Unclaimed
Steven Salvatore Palmeri is a financial advisor with FBL Marketing Services, LLC. Steven has been a financial advisor since 2023 and is licensed to sell securities in Montana. Steven has passed the Series 63, Series 6TO, and SIE exams. Steven specializes in investment company products and variable contracts.
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.
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.
1
2
MT
12/12/2023 - Present
FBL Marketing Services, LLC (Miles City MT)
BC
Issued 12/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Steven Palmeri is the right advisor for you? Invested Better is here to help.