GP
CFP
GP
CFP
Gregory Palmieri is a CFP-designated registered investment advisor, based in San Francisco, CA, with 17 years of industry experience.
Location
234 1st Street, San Francisco, CA, 94105
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Regulatory History (1)
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Customer Dispute
April 2015Denied
Employment History
Current Registrations
Sofi Securities LLC
March 2018 - Present · 8 yrs 2 mos
Sofi Wealth LLC
March 2018 - Present · 8 yrs 2 mos
Sofi Securities LLCBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
USAA Financial Planning Services
July 2014 - August 2017 · 3 yrs 1 mo
USAA Financial Advisors, INC.Broker
July 2014 - August 2017 · 3 yrs 1 mo
UBS Financial Services INC.
March 2012 - May 2014 · 2 yrs 2 mos
UBS Financial Services INC.Broker
March 2011 - May 2014 · 3 yrs 2 mos
Morgan Stanley Smith Barney LLC
November 2009 - May 2010 · 6 mos
Morgan Stanley Smith BarneyBroker
November 2009 - May 2010 · 6 mos
Stifel, Nicolaus & Company, Incorporated
October 2009 - November 2009 · 1 mo
Stifel, Nicolaus & Company, IncorporatedBroker
September 2009 - November 2009 · 2 mos
UBS Financial Services INC.Broker
July 2007 - September 2009 · 2 yrs 2 mos
State Registrations2 states
NCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.