Steve Palmer, MBA
Financial Advisor, Program Manager, Registered Representative, Osaic Institutions, Inc.
Responsibilities
In addition to providing financial planning services to our clients, Steve provides leadership, guidance and mentorship to our financial advising team. As our Financial Advisor Program Manager, he is responsible for compliance, supervision and development so our advisors and staff provide service that exceeds expectations.
Experience
Steve has dedicated more than 30 years to the financial services field. He joined NHTrust in 2023 after serving as Vice President for Field Supervision at Securities America Inc. in Nebraska. Previously, he was Senior Agency Compliance Consultant for Baystate Financial Services/MassMutual after four years as a Registered Representative and Financial Advisor at that organization. For more than 25 years, Steve also served as Emergency Preparedness Liaison NCO- NH for the United States Army Reserve.
Education
- Daniel Webster College, BS in Business Administration
- Southern New Hampshire University, MBA
Credentials
- FINRA Series 7 General Securities Representative Registration
- FINRA Series 63 Uniform Securities Agent State Law Registration
- FINRA Series 65 Uniform Investment Adviser Law Registration
- FINRA Series 24 General Securities Principal Registration
- FINRA Series 53 Municipal Securities Principal Registration
- New Hampshire Life, Accident and Health License
community involvement
- Board Member, Families in Transition
- Past Volunteer and Instructor, Junior Achievement
- Volunteer, Habitat for Humanity
- Coach, Merrimack Valley Youth Baseball/Softball
Philosophy
“I always strive to answer what is the “why” when making decisions and planning for the future. What am I trying to accomplish? How am I going to accomplish it? Why am I trying to accomplish it? How will it impact the people around me?”
Personal
“I enjoy time spent with my family, researching military history, going to baseball games and a nice glass of scotch.”
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