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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 an active Registered Representative and Investment Advisor Representative with Concourse Financial Group Securities, Inc. and Cetera Investment Advisers LLC. Michael has over 25 years of experience in the financial services industry. Michael's areas of expertise include financial planning, portfolio management, and insurance. Michael is committed to providing his clients with personalized financial advice that helps them achieve their financial goals. Michael has a strong track record of success in helping clients reach their financial goals. Michael is a Registered Representative and Investment Advisor Representative in multiple states, including Florida, California, Georgia, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, and Texas.
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.
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.
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2
FL
01/01/2025 - Present
Concourse Financial Group Securities, Inc. (Heathrow FL)
FL
11/01/2005 - 04/23/2018
TRIAD ADVISORS LLC (Winter Park FL)
TX
10/15/2003 - 11/02/2005
SWS FINANCIAL SERVICES (DALLAS TX)
IA
06/26/2000 - 10/13/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
05/20/1999 - 06/28/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MA
04/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
03/20/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
11/07/1995 - 01/17/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/07/1995 - 01/17/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CO
10/26/1992 - 12/18/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 10/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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