Speakers

Steve Palmer

Vice President of Field Supervision 

  • Company:Securities America
  • Short Bio:Steve Palmer is Vice President of Field Supervision at Securities America. Securities America is a Wealth Management Firm under Advisor Group. Steve is responsible for maintaining the supervision program which includes review of specific portions of the firm’s transactional business, building relationships with internal and external partners, as well as oversight of its OSJ Branch Offices. Steve started his career as a Financial Advisor in 1996 and throughout his career spent nearly 12 years in practice. Since that time, he has successfully taken on many roles in sales & training, sales management, compliance, and supervision. Steve also retired in 2010 after a 25-year career in the United States Army and Army Reserves with extensive time spent in Communications and Emergency Management roles. Steve earned a Master’s degree in Business Administration from Southern New Hampshire University. He is registered by FINRA as a General Securities Representative (Series 7), a General Securities Principal (Series 24), and holds Series 66, 53 and 63 licenses.
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