Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Doyce Payne is a financial advisor at Slatestone Wealth LLC. Daniel has been in the industry since 1998 and is registered to offer investment advice in Florida. He has a Series 63, Series 65, and Series 66 license, as well as a Series 7 license. Daniel also holds the Chartered Financial Analyst designation. Daniel has experience with high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. Slatestone Wealth LLC is an independent registered investment advisor with a focus on providing financial planning and portfolio management services to individuals, families, and institutions.
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.
Helps you choose top advisors aligned with your financial goals.
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
FL
08/17/2023 - Present
Slatestone Wealth LLC (JUPITER FL)
FL
02/12/2014 - 08/02/2023
MORGAN STANLEY (Palm Beach Gardens FL)
FL
03/24/2009 - 06/17/2009
OPPENHEIMER & CO. INC. (BOCA RATON FL)
FL
09/17/2007 - 03/17/2009
STANFORD GROUP COMPANY (BOCA RATON FL)
BOTH
Issued 02/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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