Unclaimed
John Terence Payne is a financial professional with over 30 years of experience in the securities industry. John is currently registered with Momentum Independent Network Inc., a firm with over 139 registered representatives and licensed agents. Prior to joining Momentum Independent Network Inc., John worked for MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. John holds licenses for the Series 63, SIE, and Series 7 exams, and is currently registered in 15 states. John's areas of specialization include: Investment advisory services, Financial planning, and Portfolio management for individuals. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
09/08/2010 - Present
Momentum Independent Network Inc. (TYLER TX)
TX
06/01/2009 - 09/30/2010
MORGAN STANLEY SMITH BARNEY (TYLER TX)
TX
12/07/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TYLER TX)
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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