Unclaimed
Robert Payne has been in the financial industry since 1983. Currently, Robert is a registered representative of Osaic Wealth, Inc. Prior to that, Robert worked for Securities America, Inc. and Questar Capital Corporation. Robert is a Certified Financial Planner (CFP) and holds licenses Series 6, 7, 24, 26, 51 and 63. Robert's experience and credentials allow him to provide a wide range of financial services to individuals, families, and 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.
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.
1
2
TN
06/14/2024 - Present
Osaic Wealth, Inc. (BRENTWOOD TN)
TN
01/02/2019 - 06/14/2024
SECURITIES AMERICA, INC. (BRENTWOOD TN)
TN
02/19/2002 - 01/08/2019
QUESTAR CAPITAL CORPORATION (BRENTWOOD TN)
FL
06/23/1997 - 02/20/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
09/14/1993 - 06/26/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
SD
07/14/1992 - 09/07/1993
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
GA
03/02/1983 - 05/01/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 03/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/27/1994
Series 24 - General Securities Principal Examination
BC
Issued 08/26/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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