Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Roy Payne, Jr. is a financial advisor with over 30 years of experience in the industry. Donald currently works with Osaic Wealth, Inc. Donald is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant, He is also a registered representative with FINRA and holds Series 6, 26, 27, 63, and 65 licenses. Donald previously worked with several other firms including SECURITIES AMERICA, INC., LION STREET FINANCIAL, LLC, KESTRA INVESTMENT SERVICES, LLC, M HOLDINGS SECURITIES, INC., NFP ADVISOR SERVICES, LLC, TODD SECURITIES, INC., NATHAN & LEWIS SECURITIES, INC., MUTUAL SERVICE CORPORATION, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Donald's experience allows him to provide a comprehensive range of financial services to individuals, businesses, 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
02/12/2023 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
FL
03/27/2020 - 12/20/2021
LION STREET FINANCIAL, LLC (PALM BEACH GARDENS FL)
FL
10/24/2018 - 03/28/2020
KESTRA INVESTMENT SERVICES, LLC (Palm Beach Gardens FL)
NC
03/10/2016 - 05/31/2018
M HOLDINGS SECURITIES, INC. (CHARLOTTE NC)
NC
10/29/2004 - 03/04/2016
NFP ADVISOR SERVICES, LLC (HIGH POINT NC)
NC
01/17/2002 - 08/09/2004
TODD SECURITIES, INC. (GREENSBORO NC)
NY
12/08/1997 - 01/07/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
01/09/1995 - 10/01/1997
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
03/30/1990 - 10/28/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/30/1990 - 10/28/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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