Sergio Manuel Palma

Current Employers

Employment History

• 04/2026 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  Chicago, IL
• 06/2025 → 01/2026
  Schulz Financial Group
  Tucson, AZ
• 06/2024 → 09/2024
  Rbc Wealth Management
  Tucson, AZ
• 06/2023 → 09/2023
  Tucson Medical Center
  Tucson, AZ
• 09/2022 → 06/2023
  University Of Chicago
  Chicago, IL
• 09/2023 → 06/2024
  University Of Chicago
  Chicago, IL
• 09/2024 → 06/2025
  University Of Chicago
  Chicago, IL
• 09/2025 → 03/2026
  University Of Chicago
  Chicago, IL
• 09/2024 → 06/2025
  University Of Chicago Housing And Residence Life
  Chicago, IL
• 09/2025 → 05/2026
  University Of Chicago Housing And Residence Life
  Chicago, IL
• 09/2021 → 09/2022
  Graze Premium Burgers
  Tucson, AZ
• 04/2015 → 09/2021
  High School
  Tucson, AZ
• 08/2026 → Present
  Trinity Wealth Securities, Llc
  Chicago, IL

Other Businesses

Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 600 W Jackson Blvd, Suite 1100 Chicago, IL 60661. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC (DBA Tristate Financial Advisors). Investment-Related. 600 W Jackson Blvd, Suite 1100 Chicago, IL 60661. Nature of Business: Insurance. Position: Independent Contractor. 04/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 600 W Jackson Blvd, Suite 1100 Chicago, IL 60661. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 08/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-07
• S65 Uniform Investment Adviser Law Examination
  2025-09-08

Other Names

• Sergio Manuel Palma
• Sergio Palma