Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Payo is an investment advisor representative for Cetera Investment Advisers LLC. Roy has been in the financial services industry since 2006 and has a strong background in investments and financial planning. Roy has a Series 7TO, Series 6, Series 63, and Series 66. Roy has previous experience with First Allied Securities, Inc., AIG Capital Services, Inc., and Pruco Securities Corporation. Roy's client types include individuals, businesses, and institutional clients, such as charitable organizations and pension plans. Roy is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
12/15/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
11/20/2006 - 09/27/2016
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
NJ
01/22/1993 - 04/04/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 3/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Roy Payo is the right advisor for you? Invested Better is here to help.
