Unclaimed
Keandrique Jamelle Payne is an investment advisor representative with Fidelity Personal And Workplace Advisors. Keandrique Jamelle Payne has been in the industry for over seven years, and has been registered with the Securities and Exchange Commission (SEC) since September 29, 2022. Keandrique Jamelle Payne is registered with the state of Texas and the state of North Carolina, and has passed the Series 7TO, Series 66, and SIE exams. Keandrique Jamelle Payne is also a licensed real estate agent in North Carolina. Keandrique Jamelle Payne specializes in financial planning, portfolio management, and educational seminars. Keandrique Jamelle Payne has a broad base of experience in the industry, including working for Enterprise Holdings Inc., A4H LLC, and Fidelity Brokerage Services LLC.
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.
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
NC
09/29/2022 - Present
Fidelity Personal AND Workplace Advisors (HUNTERSVILLE NC)
BOTH
Issued 07/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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