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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick Joseph Payne is a financial advisor with over 30 years of experience in the industry. Frederick Payne has a broad range of experience working for several firms, including Financial Network Investment Corporation, Everen Securities, Inc., Bateman Eichler, Hill Richards, Incorporated, Shearson Lehman Hutton Inc., and John Hancock Distributors, Inc. Frederick Payne has held various roles, including Investment Advisor Representative, Senior Investment Advisor Representative, and Founder and Senior Investment Advisor Representative. Frederick Payne currently works at Northwest Capital Management Inc. and CWM, LLC. Frederick Payne specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Frederick Payne is a Certified Financial Planner (CFP®).
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
OR
02/20/2018 - Present
Northwest Capital Management Inc. (LAKE OSWEGO OR)
CA
05/17/1994 - 06/30/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
09/04/1990 - 04/28/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
05/09/1988 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
12/18/1985 - 04/30/1988
SHEARSON LEHMAN HUTTON INC.
NA
08/31/1984 - 11/08/1985
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/23/1985
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/29/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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