Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Payne is a financial advisor at Lion Street Financial, LLC. William has over 38 years of experience in the financial services industry, and is registered in 21 states. William holds the Series 63, Series 7 and SIE licenses and is a member of FINRA. William was previously registered with Kestra Investment Services, LLC, Fortis Investors, Inc., and New England Securities. William is dedicated to providing his clients with personalized financial advice and guidance 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.
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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2
MA
12/02/2016 - Present
Lion Street Financial, LLC (Quincy MA)
MA
01/09/1998 - 12/05/2016
KESTRA INVESTMENT SERVICES, LLC (QUINCY MA)
MN
06/28/1993 - 01/12/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
12/18/1984 - 01/06/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 01/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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