Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mickey? Claim Your ProfileMickey Mitsuo Payne is an investment advisor representative who has been registered with the state of California since May 19, 2021. Mickey Payne is currently employed with Wmbc, a firm that provides investment advice to individuals and businesses. Mickey Payne has experience in the financial services industry, having previously worked at several other firms including Gramercy Securities, Inc., New England Securities, Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mickey Payne holds Series 6, 7, 31, 63, and 65 licenses. In addition to working as an investment advisor representative, Mickey Payne is also the CFO of Teleios Back Office Solutions and Emmaus Capital Management.
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.
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.
Percentage of net worth
1
2
CA
05/19/2021 - Present
Wmbc (IRVINE CA)
CA
09/20/2006 - 05/10/2010
GRAMERCY SECURITIES, INC. (SAN JUAN CAPISTRANO CA)
NY
05/22/2003 - 10/21/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
01/22/2002 - 02/20/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/13/1998 - 02/05/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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