PERSONALIZED INVESTMENT STRATEGIES

CONNECT

Address:

990 N. Main Street
Royal Oak, MI 48067

Phone:

248-543-3400

Fax/Other:

248-543-3402

R. Allan Palma, Jr.

R. Allan Palma, Jr.

Registered Representative and Investment Adviser Representative

Allan Palma is a Registered Representative at M3 Investment Services, offering products and services of The Legend Group. The Legend Group is an independent 403(b) provider to more than seventy school districts in Southeastern Michigan and the Muskegon Michigan area. Allan received his Bachelor of Arts in Finance from the Eli Broad College of Business at Michigan State University in 2010 and is pursuing a Bachelor of Science in Mathematics from Oakland University.

Prior to M3 Investment Services, Allan worked at Merrill Lynch for 3 years as a Financial Advisor managing stock and option portfolios for high net worth families. He has a passion for educating professionals and families on their customized retirement plans and financial goals. Allan holds Series 7, Series 66, and Health, Life and Variable Annuity Licenses.

In his spare time, Allan enjoys spending time bowling, golfing, and travelling with his wife and friends. 

Phone 248-543-3400
Fax 248-543-3402
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck