Unclaimed
Jaleel Payne is a registered investment advisor representative with PFS Investments Inc. Jaleel has been in the securities industry since January 4, 2019. Jaleel has passed the Series 63, Series 6, Series 26, and Series 65 exams. Jaleel is currently registered with the state of Alabama. Jaleel Payne provides portfolio management for individuals. Jaleel is also a notary with Payne's Wealth Solutions, LLC. Jaleel Payne is located in Mobile, Alabama and may also provide services in the following states: Arizona, Colorado, Florida, Georgia, Mississippi, New York, North Carolina, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AL
07/17/2024 - Present
PFS Investments Inc. (MOBILE AL)
IA
Issued 07/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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