Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Nelson Palmer is a financial advisor at Atwood & Palmer, Inc. in Kansas City, MO. William is a registered investment advisor representative in Missouri. William has been in the industry since January 2007. William has passed the Series 7 and Series 66 exams. William has a specialization in financial planning, portfolio management for individuals and portfolio management for businesses. The advisor specializes in working with high net worth individuals, charitable organizations, and corporations or other businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
03/12/2008 - Present
Atwood & Palmer, Inc. (KANSAS CITY MO)
CO
10/04/2006 - 11/17/2006
MORGAN STANLEY DW INC. (DENVER CO)
BOTH
Issued 03/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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