Unclaimed
Michelle Lang-payne is a financial professional with over 30 years of experience in the industry. Michelle is a Certified Financial Planner™ professional. Michelle is currently registered with GWN Securities Inc. and has been with the firm since October 2010. Michelle has been actively involved in the financial services industry since 1990. Prior to joining GWN Securities Inc., Michelle worked at Veritrust Financial, LLC and Aragon Financial Services, Inc.. Michelle specializes in financial planning, market timing services and selection of other advisors. Michelle can provide portfolio management for 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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
CA
05/14/2012 - Present
GWN Securities Inc. (HEALDSBURG CA)
TX
04/22/2002 - 08/02/2010
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
01/11/1990 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 12/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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