Christopher Frank Palamara

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 04/2017
  Kestra Financial Services, Inc.
  Irving, TX
• 10/2017 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mckinney, TX
• 04/2017 → 10/2017
  Unemployed
  Dallas, TX
• 12/2014 → 04/2017
  Halcyon Wealth Advisors, Llc
  Irving, TX
• 01/2022 → 05/2022
  J.P. Morgan Securities Llc
  Dallas, TX
• 01/2022 → 05/2022
  Jpmorgan Chase Bank, N.A.
  Dallas, TX
• 12/2014 → 04/2017
  Kestra Investment Services, Llc
  Irving, TX
• 12/2019 → 06/2021
  Alm First
  Dallas, TX
• 07/2021 → 12/2021
  Unemployed
  Dallas, TX
• 05/2022 → Present
  Ubs Financial Services Inc.
  Dallas, TX

Previous Registrations

• 2017-11-06 → 2019-11-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mckinney, TX
• 2016-04-18 → 2017-04-06
  Kestra Advisory Services, Llc
  Irving, TX
• 2014-12-10 → 2016-09-22
  Kestra Investment Services, Llc
  Irving, TX
• 2012-06-04 → 2014-12-22
  Td Ameritrade, Inc.
  Fort Worth, TX
  Westlake, TX
• 2012-06-04 → 2014-12-22
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-07-21
• S66 Uniform Combined State Law Examination
  2012-05-25

Designations

• Chartered Financial Analyst

Other Names

• Christopher Frank Palamara
• Christopher Palamara
• Chris Palamara
• Christopher Palamara
• Chris Palamara
• Christopher Frank Palamara
• Chris Frank Palamara
• Chris Frank Palamara
• Christopher F. Palamara