Josefa Palma (CRD# 5816379) is an Investment Advisor Representative working at Fiera Capital Inc. in New York, NY and has over 6 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Services, LLC | New York, NY | Mar 2018 - Current | 6 |
| Fiera Capital Inc. | New York, NY | Sep 2016 - Current | 7 |
| Legal & General Investment Management | Chicago, IL | Aug 2015 - Sep 2016 | 1 |
| University Of Virginia Darden School Of Business | Charlottesville, VA | Aug 2014 - Aug 2015 | 1 |
| Credit Suisse | New York, NY | Jun 2014 - Aug 2014 | < 1 |
| University Of Virginia Darden School Of Business | Charlottesville, VA | Jun 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
- NY
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Total Assets Under Management21,426MILLIONS
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Total Number of Accounts5,203ACCOUNTS
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Average Account Value$4,117,975
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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