Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Payne is a registered representative with Wells Fargo Clearing Services, LLC. Jason has been in the industry since February 2014 and has a Series 63 license, as well as Series 7, 79, 86 and 87 licenses. Jason has experience working with a number of firms including Finalis Securities LLC, Invicta Capital LLC, Esposito Securities, LLC, Stonegate Capital Markets, Inc., and Morgan Keegan & Company, Inc. Jason is registered to provide investment advisory 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
01/30/2024 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NY
02/23/2022 - 09/20/2023
FINALIS SECURITIES LLC (NEW YORK NY)
PA
05/08/2020 - 02/22/2021
INVICTA CAPITAL LLC (OAKMONT PA)
TX
03/09/2018 - 06/20/2018
ESPOSITO SECURITIES, LLC (DALLAS TX)
TX
09/18/2017 - 02/16/2018
STONEGATE CAPITAL MARKETS, INC. (DALLAS TX)
TN
12/07/2005 - 10/15/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 10/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/29/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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