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Laura J. Palmer

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CRD#: 1069224
LP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Laura Jean Palmer was a registered financial professional .

Laura is a previously registered financial professional and started their career in finance in 1982. Laura had worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 16, 2004 - January 12, 2024

AMUNDI DISTRIBUTOR US, INC.

BD
CRD#: 24497
BOSTON, MA
Past

July 11, 2002 - November 16, 2004

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

May 12, 1997 - July 11, 2002

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

February 1, 1996 - May 2, 1997

BOFA DISTRIBUTORS, INC.

BD
CRD#: 30683
BOSTON, MA
Past

September 17, 1991 - January 18, 1996

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

August 9, 1991 - January 18, 1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

August 9, 1991 - January 18, 1996

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

March 23, 1988 - April 29, 1991

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

March 11, 1988 - March 24, 1988

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
Past

October 20, 1982 - March 15, 1988

MOSELEY SECURITIES CORPORATION

BD
CRD#: 7908

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/29/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AD
AMUNDI DISTRIBUTOR US, INC.
AMUNDI DISTRIBUTOR US, INC. | PIONEER FUNDS DISTRIBUTOR, INC. | PIONEER DISTRIBUTORS, INC. | AMUNDI PIONEER DISTRIBUTOR, INC.

CRD#: 24497 / SEC#: , 8-41256

BD
Terminated by SEC on 08/29/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 03/02/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
AMUNDI US, INC.OWNER
LICATA, DANIELECHIEF FINANCIAL OFFICER7010418
MATHES, CHARLES BPRESIDENT, CHIEF COMPLIANCE OFFICER5980160

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

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