Jeannie Palmero
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.
Jeannie Palmero, who also goes by Jeanmarie Palmero Orozco, Jeannie Palmero Orozco, Jeannie Orozco, Jeanmarie Palmero, was a registered financial professional .
Jeannie is a previously registered financial professional and started their career in finance in 1994. Jeannie had worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 1, 2013 - October 18, 2021
CHANDLER ASSET MANAGEMENT INC
June 10, 2003 - January 22, 2004
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC
November 15, 2000 - January 22, 2004
NICHOLAS-APPLEGATE SECURITIES LLC
March 9, 1999 - April 7, 1999
VOYA INVESTMENTS DISTRIBUTOR, LLC
October 31, 1997 - January 29, 1999
NICHOLAS-APPLEGATE SECURITIES LLC
August 22, 1997 - September 16, 1997
METROPOLITAN LIFE INSURANCE COMPANY
August 22, 1997 - September 16, 1997
MSI FINANCIAL SERVICES, INC.
September 3, 1994 - June 18, 1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
June 20, 1994 - September 9, 1994
WOODBURY FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
CHANDLER ASSET MANAGEMENT INC
CRD#: 107287 / SEC#: 801-44378
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CHANDLER ASSET MANAGEMENT INC
CRD#: 107287 / SEC#: 801-44378
Contact information
SEC notice filing (44 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,049 |
| AUM (Assets Under Management) | $ 41,582,938,832 |
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.
