Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alexander Porro is a financial advisor with Summit Financial, LLC. David has been in the financial services industry since 1995 and has a wide range of experience in the field. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, 6, 63, and 66 license. David is also a Registered Investment Advisor (RIA) in the state of New Jersey. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NJ
01/03/2019 - Present
Summit Financial, LLC (PARSIPPANY NJ)
NJ
11/03/2006 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
CT
04/25/2000 - 03/18/2002
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
05/03/1995 - 09/01/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
03/17/1988 - 11/21/1988
CIGNA SECURITIES, INC.
NA
03/12/1986 - 10/16/1987
ISFA CORPORATION
NA
01/09/1985 - 01/27/1986
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
NA
06/25/1984 - 01/16/1985
KIDDER, PEABODY & CO. INCORPORATED
NA
10/29/1982 - 06/01/1984
PAINEWEBBER INCORPORATED
BC
Issued 11/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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