Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Kyle Payne is an active investment advisor representative with Osaic Wealth, Inc. Osaic Wealth, Inc. is a registered investment advisor with offices in Scottsdale, AZ. The firm specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Alex Kyle Payne is licensed to provide financial advice in Alabama, Colorado, Florida, Georgia, Illinois, Louisiana, Michigan, Nevada, North Carolina, Tennessee, and Virginia. Alex Kyle Payne has been in the financial services industry since 2020. Previously Alex Kyle Payne was a registered representative for SAGEPOINT FINANCIAL, INC. and MWA FINANCIAL SERVICES INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AL
09/01/2023 - Present
Osaic Wealth, Inc. (HOKES BLUFF AL)
AL
12/05/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GADSDEN AL)
AL
10/13/2020 - 11/21/2022
MWA FINANCIAL SERVICES INC. (HOKES BLUFF AL)
BC
Issued 12/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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