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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darlene? Claim Your ProfileDarlene Marie Porter is a financial advisor with Raymond James & Associates, Inc. Darlene has been in the financial services industry since 1997. Prior to joining Raymond James, Darlene was with Wells Fargo Clearing Services, LLC. Darlene holds the Series 3, 7, 9, 10, 31, 63, and 65 licenses. Darlene's specializations include financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
01/23/2023 - Present
Raymond James & Associates, Inc. (DAYTONA BEACH FL)
FL
02/14/2014 - 01/27/2023
WELLS FARGO CLEARING SERVICES, LLC (DAYTONA BEACH FL)
FL
08/13/2010 - 02/24/2014
RAYMOND JAMES & ASSOCIATES, INC. (DAYTONA BEACH FL)
FL
06/01/2009 - 06/11/2010
MORGAN STANLEY SMITH BARNEY (ORMOND BEACH FL)
FL
11/26/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORMOND BEACH FL)
FL
09/12/2007 - 11/21/2008
UBS FINANCIAL SERVICES INC. (DAYTONA BEACH FL)
FL
03/11/2004 - 09/17/2007
CITIGROUP GLOBAL MARKETS INC. (ORMOND BEACH FL)
NY
11/01/1999 - 03/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/21/1999 - 07/14/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MA
06/03/1998 - 01/12/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
06/20/1997 - 03/31/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
IA
Issued 08/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/2002
Series 3 - National Commodity Futures Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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