David E. Palamar
Professional summary
David E Palamar, who also goes by David Edward Palamar, is a registered financial advisor currently at PATRIOT INVESTMENT MANAGEMENT GROUP INC located in New York, New York.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. David has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 3, Series 7, Series 22, Series 6, Series 24, Series 10, Series 9 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David E Palamar's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 10, 2021 - Present
PATRIOT INVESTMENT MANAGEMENT GROUP INC
October 1, 2008 - November 17, 2020
J.P. MORGAN SECURITIES LLC
January 4, 2001 - October 1, 2008
J.P. MORGAN SECURITIES INC.
December 8, 1992 - May 1, 2001
JPMSI
June 6, 1989 - January 15, 1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
June 6, 1989 - January 15, 1990
MONY SECURITIES CORPORATION
February 17, 1988 - May 1, 1989
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
PATRIOT INVESTMENT MANAGEMENT GROUP INC
CRD#: 112155 / SEC#: 801-55500
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2021)
Exams
Series 7TO
Date: 7/1/2022
General Securities Representative ExaminationSeries 8
Date: 11/4/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
PATRIOT INVESTMENT MANAGEMENT GROUP INC
CRD#: 112155 / SEC#: 801-55500
Contact information
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,182 |
| AUM (Assets Under Management) | $ 1,686,856,719 |
Red Flags
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