Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Payton? Claim Your ProfilePayton McCrossan is a financial advisor with Truist Advisory Services, Inc., based in Huntersville, NC. Payton has over 7 years of experience in the financial services industry. Prior to joining Truist Advisory Services, Inc., Payton worked at Morgan Stanley and Invesco Distributors, Inc. Payton is licensed to provide investment advice in North Carolina.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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NC
07/19/2022 - Present
Truist Advisory Services, Inc. (HUNTERSVILLE NC)
NC
12/17/2018 - 07/19/2022
MORGAN STANLEY (Charlotte NC)
GA
10/05/2017 - 10/24/2018
INVESCO DISTRIBUTORS, INC. (ATLANTA GA)
NC
01/05/2016 - 09/06/2017
STERLING CAPITAL DISTRIBUTORS, LLC (CHARLOTTE NC)
CO
01/14/2015 - 12/08/2015
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
NJ
09/12/2014 - 10/14/2014
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
IA
Issued 06/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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