Gregory Palmieri, financial advisor Vienna VA
86 score

Gregory Palmieri

CRD Number: 5356903
Current Firm: Usaa Financial Planning Services

Gregory Palmieri (CRD# 5356903) is an Investment Advisor Representative working at Usaa Financial Planning Services in Vienna, VA and has over 9 years of experience in the finance industry. Gregory Palmieri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Usaa Financial Advisors, Inc. Vienna, VA Jun 2014 - Current 2
Usaa Financial Planning Services Vienna, VA Jun 2014 - Current 2
Rental Property Owner Pittsburgh, PA May 2009 - Current 7
Unemployed Tampa, FL Apr 2014 - Jun 2014 < 1
Ubs Financial Services Inc. Pittsburgh, PA May 2007 - Apr 2014 6
Morgan Stanley Smith Barney Bloomington, MN Nov 2009 - May 2010 < 1
Stifel, Nicolaus & Company, Incorporated St. Louis, MO Aug 2009 - Nov 2009 < 1
Usmc Reserves North Versailles, PA May 2001 - May 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gregory M. Palmieri
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • DC
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
86

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