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Charles Daniel Porras

Nylife Securities LLC

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About Charles Daniel Porras

Charles Daniel Porras is a financial professional associated with Nylife Securities LLC. Charles has been in the industry since August 16, 2024. Charles has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO).

Firm Information

Charles Porras is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

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.

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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Charles Porras’s Registration & Firm History

CA

08/17/2024 - Present

Nylife Securities LLC (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 08/16/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/02/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Daniel Porras.
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