Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick? Claim Your ProfileChadwick Payne is a financial advisor registered with Madison Avenue Securities, LLC and has been in the financial industry for over 22 years. Chadwick has a wide range of experience, with previous roles at EDI FINANCIAL, INC. and NYLIFE SECURITIES INC. Chadwick holds licenses to provide financial services in Georgia, Texas, and several other states, and has also completed various industry exams including the Series 6, Series 7, Series 63, and Series 66. Chadwick is a licensed insurance agent and provides insurance services through Chadwick Payne Financial Services. Chadwick is also a Chief Operating Officer at William Danner Agency DBA Security First Asset Management, where Chadwick provides investment and insurance services.
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.
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
CA
02/03/2020 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
TX
01/18/2007 - 05/14/2008
EDI FINANCIAL, INC. (IRVING TX)
GA
07/03/2001 - 12/01/2006
NYLIFE SECURITIES INC. (DUBLIN GA)
BOTH
Issued 06/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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