Unclaimed
Payton Denney is a financial advisor with over 18 years of experience in the financial services industry. Payton is a registered representative of Cetera Investment Advisers LLC, a national financial services firm. Previously Payton worked as a financial advisor with MML Investors Services, LLC and MSI Financial Services, Inc. Payton holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Payton offers a wide range of financial services, including financial planning, portfolio management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
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2
LA
03/21/2024 - Present
Cetera Investment Advisers LLC (Shreveport LA)
LA
03/25/2017 - 08/10/2021
MML INVESTORS SERVICES, LLC (Shreveport LA)
LA
07/01/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHREVEPORT LA)
LA
09/22/2003 - 07/07/2010
NEW ENGLAND SECURITIES (STONEWALL LA)
BOTH
Issued 7/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/2011
Series 7 - General Securities Representative Examination
BC
Issued 9/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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