Steven R. Palmer
Professional summary
Steven Richard Palmer, who also goes by Steven Palmer, is a registered financial professional currently at WEILD & CO. located in New York, New York.
Steven is registered as a RR (Registered Representative) and started their career in finance in 2020. Steven has worked at 1 firm and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Steven Richard Palmer's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2020 - Present
WEILD & CO.
Office #1: 230 Park Avenue 3rd And 4th Floors, New York, NY 10169State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/5/2024)
(3/29/2021)
(6/4/2020)
(1/5/2024)
(1/5/2024)
(3/9/2025)
(6/4/2020)
(3/9/2025)
Exams
Series 79TO
Date: 6/15/2020
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 6/4/2020
General Securities Representative ExaminationFINRA
Current Firm
WEILD & CO.
CRD#: 132398 / SEC#: , 8-66593
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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