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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Todd Porter is an active investment advisor and broker registered in several states including Florida, Texas, California, Colorado, Connecticut and more. Christopher has been in the industry since January 1982 and currently works at Morgan Stanley. Christopher has a proven track record of success in the industry, having worked with a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Christopher provides a range of investment advisory services, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management. Christopher has also been involved in a number of other business activities throughout their career.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Vero Beach FL)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
11/30/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
08/09/2002 - 12/11/2006
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/11/1995 - 08/16/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/20/1988 - 10/10/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
09/25/1985 - 06/28/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
05/16/1983 - 10/04/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
01/28/1982 - 06/08/1983
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 01/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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