Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Porter is a financial advisor who has been in the industry since 1978. Daniel is currently registered with Cetera Investment Advisers LLC and has previously been registered with First Allied Securities, Inc., FFP Securities, Inc., Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, PaineWebber Incorporated, Rotan Mosle Inc., Dean Witter Reynolds Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel has offices in NORTH RICHLAND HILLS, TX. Daniel provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other financial services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
11/12/2020 - Present
Cetera Investment Advisers LLC (NORTH RICHLAND HILLS TX)
TX
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (NORTH RICHLAND HILLS TX)
TX
10/11/2006 - 05/30/2008
FFP SECURITIES, INC. (NORTH RICHLAND HILLS TX)
TX
01/04/1999 - 10/12/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (N. RICHLAND HILLS TX)
FL
06/23/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NJ
04/03/1989 - 07/03/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/02/1986 - 04/15/1989
ROTAN MOSLE INC.
NA
03/16/1981 - 09/12/1986
DEAN WITTER REYNOLDS INC.
NA
09/26/1978 - 04/13/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/01/1978 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 9/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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