Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aneudy? Claim Your ProfileAneudy Agustin Payano is a registered investment advisor in New Jersey. Aneudy has been in the industry since December 31, 2012. Aneudy is currently registered with Wells Fargo Clearing Services, LLC. Aneudy is also registered with the State of New Jersey. Aneudy's previous employer was J.P. Morgan Securities LLC. Aneudy has passed the Series 6, Series 7, Series 63, Series 66, and SIE exams. Aneudy specializes in providing investment advice to individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans, state or municipal government entities, and other investment advisors.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/16/2021 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NY
12/06/2012 - 04/04/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 06/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Aneudy Payano is the right advisor for you? Invested Better is here to help.
