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Killana P Williams

Palumbo Wealth Management LLC

Great Neck, NY

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Current Employers
Palumbo Wealth Management Llc

1010 Northern Boulevard Suite 310, Great Neck, NY 11021 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-26
  • NY RA
    APPROVED
    Since 2021-07-26

Branch Locations

1010 Northern Boulevard Suite 310, Great Neck, NY 11021 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. New York NY 06/2014 01/2020
Palumbo Wealth Management Great Neck NY 01/2020 Present
Private Client Services Great Neck NY 01/2020 Present
  • 06/2014 → 01/2020
    Ubs Financial Services Inc.
    New York, NY
  • 01/2020 → Present
    Palumbo Wealth Management
    Great Neck, NY
  • 01/2020 → Present
    Private Client Services
    Great Neck, NY
Previous Registrations
Other Businesses

Registered Representative with Private Client Services (PCS) since January 2020. Less than 10% per month spent.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-29
S63 Uniform Securities Agent State Law Examination 2003-12-12
  • S66 Uniform Combined State Law Examination
    2019-05-29
  • S63 Uniform Securities Agent State Law Examination
    2003-12-12
Other Names
  • Killana Harris
  • Killana P Harris
  • Killana P Williams
  • Killana Patrice Williams
  • Killana Williams

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GREAT NECK, NY
STONE HILL FIDUCIARY MANAGEMENT, LLC · GREAT NECK, NY
ALLSTATE FINANCIAL ADVISORS, LLC · Manhasset, NY
WEALTHUNITE ADVISORS, LLC · MANHASSET, NY
HALO INVESTMENT SERVICES, LLC · MANHASSET, NY
MSM FINANCIAL STRATEGIES · MANHASSET, NY
KPOINT CAPITAL LLC · MANHASSET, NY
SAKA VENTURES, LLC · MANHASSET, NY

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