Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Allen Payne is a financial advisor with over 30 years of experience in the financial services industry. Anthony is registered with Wells Fargo Clearing Services, LLC and currently holds active registrations in California, Michigan, and Texas. Anthony has previously been associated with other firms such as Morgan Stanley DW Inc. and Fifth Third/The Ohio Company. Anthony specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for both businesses and individuals.
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
MI
04/14/2021 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
09/12/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GRAND RAPIDS MI)
MI
09/04/1998 - 08/30/2006
MORGAN STANLEY DW INC. (GRAND RAPIDS MI)
OH
09/26/1989 - 09/10/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
NA
11/07/1988 - 01/18/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
11/07/1988 - 01/18/1989
IDS LIFE INSURANCE COMPANY
IA
Issued 03/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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