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Kimberly E Payne

Meridian Investments, Inc.

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About Kimberly E Payne

Kimberly E. Payne is a registered representative with Meridian Investments, Inc.. Kimberly has been in the industry since September 13, 2016. Kimberly has passed the Financial and Operations Principal Examination (Series 27), the Operations Professional Examination (Series 99TO) and the Securities Industry Essentials Examination (SIE).

Firm Information

Kimberly Payne is currently registered with Meridian Investments, Inc.. Meridian Investments, Inc. is a corporation formed on April 22, 1983. It is registered with the SEC and in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kimberly Payne’s Registration & Firm History

MD

09/13/2016 - Present

Meridian Investments, Inc. (BETHESDA MD)

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Licenses & Designations

BC

Issued 09/13/2016

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly E Payne.
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