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Veronica Marie Payne

Frost Investment Services

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About Veronica Marie Payne

Veronica Marie Payne is a registered investment advisor representative with Frost Investment Services. Veronica has been in the financial services industry since 2004. Veronica holds Series 6, 7, 63, and 66 licenses, as well as the SIE. Veronica is a registered representative with the state of Texas. Veronica specializes in financial planning, portfolio management for individuals and businesses. Veronica's previous employer was Wells Fargo Investments, LLC.

Firm Information

Veronica Payne is currently registered with Frost Investment Services. Frost Investment Services is a registered investment advisor headquartered in San Antonio, Texas. The firm has approximately $1 billion - $10 billion in assets under management and provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They have over 90 investment advisor representatives and over 60 licensed agents.
Frost Investment Services

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$2.74B

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Veronica Payne’s Registration & Firm History

TX

01/27/2022 - Present

Frost Investment Services (SAN ANTONIO TX)

TX

08/20/2004 - 09/08/2008

WELLS FARGO INVESTMENTS, LLC (KINGSVILLE TX)

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Licenses & Designations

BOTH

Issued 06/02/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/19/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Veronica Marie Payne.
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