Anthony PalermoCRD Number: 1922786
Current Firm: Principal Securities, Inc.
Anthony Palermo (CRD# 1922786) is an Investment Advisor Representative working at Principal Securities, Inc. in Fresno, CA and has over 26 years of experience in the finance industry.
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Cetera Investment Advisers LLC
|Principal Life Insurance Company||Fresno, CA||Dec 2013 - Current||3|
|Princor Financial Services Corporation||Fresno, CA||Feb 1989 - Current||28|
|Principal Life Insurance Company||Des Moines, IA||Jul 1998 - Jan 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1991|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV