Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Robert Payne is a financial professional with over 40 years of experience in the industry. Donald is currently registered with Allstate Financial Services, LLC in North Carolina and has previously held positions at Wells Fargo Advisors, LLC, AURA Financial Services, Inc., NYLIFE Securities Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Mutual of Omaha Investor Services, Inc., Kashner Davidson Securities Corporation, and John Hancock Distributors, Inc. Donald holds the Series 63, Series 51, Series 26, Series 6TO, SIE, Series 7, and Series 1 licenses. Donald is registered to provide securities and investment advisory services in Florida, Louisiana, North Carolina, and South Carolina.
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.
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.
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2
NC
07/27/2011 - Present
Allstate Financial Services, LLC (WESLEY CHAPEL NC)
NC
05/19/2010 - 06/08/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
03/29/2007 - 05/08/2009
ALLSTATE FINANCIAL SERVICES, LLC (GREENSBORO NC)
AL
04/28/2006 - 03/06/2007
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NY
06/27/2003 - 10/05/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
01/17/2001 - 05/01/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/17/2001 - 05/01/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NE
01/13/1989 - 12/05/2000
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NA
12/01/1986 - 10/20/1988
KASHNER DAVIDSON SECURITIES CORPORATION
NA
12/22/1975 - 12/24/1986
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
12/22/1975 - 12/18/1986
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 01/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/10/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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