Unclaimed
Garry Payne is a financial advisor with Equitable Advisors, LLC. Garry has been in the financial services industry since 1986. Garry's career has included roles with multiple firms, including Lincoln Financial Advisors Corporation, INVEST Financial Corporation, and LPL Financial LLC. Garry holds the Series 6, 7, 22, 24, 63, and 65 licenses, and the SIE designation. Garry is registered as a Broker/Dealer in multiple states, and as an Investment Advisor Representative in 11 states. Garry is a Chartered Financial Consultant.
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.
1
2
NY
10/11/2024 - Present
Equitable Advisors, LLC (SYRACUSE NY)
NY
05/22/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (SKANEATELES NY)
NY
06/09/2006 - 06/12/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (AMHERST NY)
NY
01/10/2003 - 06/21/2006
SIGNATOR INVESTORS, INC. (DEWITT NY)
NY
03/03/2000 - 01/16/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
03/01/1996 - 02/25/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/17/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
OH
03/01/1993 - 06/15/1994
KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)
NA
08/06/1987 - 03/02/1993
G. R. PHELPS & CO., INC.
NA
07/09/1986 - 08/08/1987
PML SECURITIES COMPANY
IA
Issued 09/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Garry Payne is the right advisor for you? Invested Better is here to help.