Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terianne? Claim Your ProfileTerianne Payton is a financial professional with over two years of experience in the industry. Terianne is currently registered with Osaic Wealth, Inc. and has a Series 7, Series 63, and Series 66 license. Previously, Terianne was registered with SAGEPOINT FINANCIAL, INC. and Northwestern Mutual Investment Services, LLC. Terianne is committed to providing personalized financial advice and helping clients achieve their financial goals. Terianne specializes in financial planning, portfolio management, and pension consulting.
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.
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NY
09/01/2023 - Present
Osaic Wealth, Inc. (PITTSFORD NY)
NY
10/21/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PITTSFORD NY)
NY
07/28/2021 - 06/20/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Pittsford NY)
BC
Issued 08/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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