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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Payne is a financial advisor with Fidelity Personal AND Workplace Advisors. Michael has been in the industry since June 2016 and has extensive experience working with clients in various states. Michael is also registered as an Investment Advisor Representative in both Texas and Utah, and has held previous registrations with Morgan Stanley and E*TRADE Securities LLC. Michael is a Certified Financial Planner and holds Series 63, 66 and 7 securities licenses. In addition to offering financial planning and portfolio management services, Michael can also help clients develop an investment plan to meet their individual 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.
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.
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2
UT
02/01/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
11/22/2022 - 01/29/2024
MORGAN STANLEY (Sandy UT)
UT
06/16/2016 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
BOTH
Issued 06/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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