Robert Palermo's Location
New York, United States
Robert Palermo's Work
- Annuity Planning Specialist @ Morgan Stanley
- Sales Desk Manager @ Morgan Stanley
- Annuity Planning Associate @ Morgan Stanley
- Internal Wholesaler @ Morgan Stanley
- cash management @ Pershing, a BNY Mellon company
Robert Palermo's Education
- Lynn University
(Business Management)
1999 - 2003
Robert Palermo's Skills
- Separately Managed Accounts
- Series 63
- Mutual Funds
- Series 7
- Fixed Annuities
- Asset Allocation
- Retirement Planning
- Uniform Combined State Law
- FINRA
- Wealth Management
Robert Palermo's Summary
Robert Palermo, based in New York, United States, is currently a Annuity Planning Specialist at Morgan Stanley, bringing experience from previous roles at Morgan Stanley, Morgan Stanley Smith Barney and Pershing. Robert Palermo holds a 1999 - 2003 Lynn University. With a robust skill set that includes Separately Managed Accounts, Series 63, Mutual Funds, Series 7, Fixed Annuities and more, Robert Palermo contributes valuable insights to the industry. Robert Palermo has 5 emails on RocketReach.
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