Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Payton is a financial professional with over 30 years of experience in the industry. William currently works at St. Bernard Financial Services, Inc. William holds Series 6, Series 63, and SIE licenses and specializes in providing financial advice for individuals, businesses, and pooled investment vehicles. William has a proven track record of helping clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
AR
05/09/2023 - Present
ST. Bernard Financial Services, Inc. (RUSSELLVILLE AR)
CO
03/11/2021 - 12/31/2022
NTB FINANCIAL CORPORATION (HIGHLANDS RANCH CO)
IL
01/02/2013 - 04/13/2021
WILLIAM C. BURNSIDE & COMPANY, INC. (DANVILLE IL)
IL
10/02/2009 - 08/08/2012
MTL EQUITY PRODUCTS, INC. (PERU IL)
IL
04/25/2006 - 10/01/2009
WOODBURY FINANCIAL SERVICES, INC. (PERU IL)
IL
01/11/2005 - 04/11/2006
INVEST FINANCIAL CORPORATION (PERU IL)
CA
10/03/2003 - 01/18/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
12/06/2001 - 10/01/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
05/08/1995 - 11/07/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
04/13/1995 - 05/05/1995
WASHINGTON SQUARE SECURITIES, INC.
NA
02/24/1995 - 04/13/1995
G. R. PHELPS & CO., INC.
MA
02/26/1992 - 01/06/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/26/1992 - 01/06/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 06/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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