Unclaimed
Peyton Sayer is an investment advisor representative with Fidelity Personal and Workplace Advisors. Peyton has been in the industry since July 2021, and is registered to offer investment advice in 54 states and the District of Columbia. Peyton is a Series 7TO, Series 66, and SIE licensed advisor, and has experience working with high-net-worth individuals, pension and profit-sharing plans, and corporations or other 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.
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.
1
2
FL
10/20/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 10/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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