Joseph A Palma

Current Employers

Employment History

• 08/2016 → Present
  Mercap Securities, Llc
  Paoli, PA
• 03/2014 → Present
  Nat'l Asso. Of Ins. & Financial Advisors Lehigh Valley Chapter
  Allentown, PA
• 08/2016 → Present
  Market Street Financial Advisors, Llc
  Bethlehem, PA
• 01/2016 → Present
  The Luke William Hahn Foundation
  Argyl, PA
• 08/2016 → Present
  Coast To Coast Financial Network
  Bethlehem, PA
• 04/2014 → Present
  Business Networking International, Bethlehem Ii Chapter
  Hockessin, DE
• 09/2016 → Present
  American Philanthropic Advisors, Llc
  Bethlehem, PA
• 09/2017 → 09/2019
  Mercap Advisors, Inc.
  Paoli, PA
• 09/2019 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 09/2019 → Present
  Cornerstone Financial Consultants
  Allentown, PA

Previous Registrations

• 2017-09-12 → 2019-09-05
  Mercap Advisors, Inc.
  Bethlehem, PA
  Atlanta, GA

Other Businesses

1) Cornerstone Financial Consultants, Ltd.; 1802 Hamilton Street, Allentown, PA 18104; 09/03/2019; Advisor; Duties are to place life, variable life, fixed and variable annuities, as well as different investment management accounts with various companies to help clients; Investment Related; 160 hours/month; 160 hours/month during business hours; Wages/Salary. 2) Cornerstone Advisors; 1802 Hamilton Street, Allentown, PA 18104; 08/15/2019; Consultant; Business, estate and insurance planning for family-owned businesses; Investment Related; 165 hours/month; 165 hours/month during business hours; No Compensation (all comp paid through Cornerstone Management Resources, Inc.) 3) Cornerstone Management Resources, Inc.; 1802 Hamilton Street, Allentown, PA 18104; 08/15/2019; Member; Management company for cornerstone advisors; Not Investment Related; 0 hours/month; 0 hours/month during business hours; Expense Reimbursement, Wages/Salary.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-08
• S63 Uniform Securities Agent State Law Examination
  2014-03-13

Other Names

• Joseph Palma
• Joseph A Palma
• Joseph Anthony Palma