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Daniel John Porter

Prudential Investment Management Services LLC

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About Daniel John Porter

Daniel John Porter has been in the financial services industry since November 28, 2006. Currently, Daniel Porter is registered with Prudential Investment Management Services LLC in New Jersey. Previously, Daniel worked at Janus Distributors LLC in Colorado and NYLIFE Distributors LLC in New Jersey. Daniel is licensed to sell securities in 53 states and has a total of 5 exams including Series 3, 63, 65 and 7 and the SIE.

Firm Information

Daniel Porter is currently registered with Prudential Investment Management Services LLC. Prudential Investment Management Services LLC is a Limited Liability Company formed on October 9, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

315

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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Daniel Porter’s Registration & Firm History

NJ

08/03/2015 - Present

Prudential Investment Management Services LLC (NEWARK NJ)

CO

04/24/2008 - 11/19/2014

JANUS DISTRIBUTORS LLC (DENVER CO)

NJ

03/10/2006 - 04/15/2008

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 10/30/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/08/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2012

Series 3 - National Commodity Futures Examination

BC

Issued 03/09/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel John Porter.
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