Unclaimed
Payton Gronnerud is a financial advisor based in Austin, TX, who is currently registered with Lion Street Financial, LLC. Payton has been in the financial industry since October 2021. Previously, Payton has also held positions at J.P. Morgan Securities LLC and First Republic Securities Company, LLC. Payton has passed the Series 7TO, SIE and Series 63 exams.
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.
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.
1
2
TX
08/14/2024 - Present
Lion Street Financial, LLC (AUSTIN TX)
CA
09/29/2023 - 08/01/2024
J.P. MORGAN SECURITIES LLC (NEWPORT BEACH CA)
CA
10/08/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEWPORT BEACH CA)
BC
Issued 08/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Payton Gronnerud is the right advisor for you? Invested Better is here to help.