Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristofer? Claim Your ProfileKristofer Payne is a financial advisor with Robert W. Baird & Co. Inc., located in Charlotte, NC. Kristofer has been working in the financial industry since August 2019. Kristofer holds the Series 63, Series 79TO, and SIE licenses and has been registered with the Financial Industry Regulatory Authority (FINRA) since April 2022. Kristofer is also registered in Georgia and North Carolina. Previous to joining Robert W. Baird & Co. Inc., Kristofer was employed by Raymond James & Associates, Inc. in St. Petersburg, FL, and Deloitte Corporate Finance LLC in Charlotte, NC. Kristofer specializes in investment banking and providing financial advice to individuals and businesses.
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.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NC
04/20/2022 - Present
Robert W. Baird & Co. Inc. (CHARLOTTE NC)
FL
01/21/2021 - 04/12/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NC
08/05/2019 - 01/10/2021
DELOITTE CORPORATE FINANCE LLC (CHARLOTTE NC)
BC
Issued 05/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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