Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Craig Porter is an active investment advisor representative. David is a registered representative with MML Investors Services, LLC, a firm with offices in Springfield, MA. David has been in the industry since November 20, 1983, and has been registered with the Securities and Exchange Commission since March 25, 2017. David has held previous roles with MSI Financial Services, Inc., New England Securities, PRUCO Securities Corporation and Janney Montgomery Scott Inc. David offers financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
11/14/2024 - Present
MML Investors Services, LLC (BOSTON MA)
MA
12/02/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
04/20/1988 - 01/02/2015
NEW ENGLAND SECURITIES (BOSTON MA)
NA
11/21/1983 - 09/01/1989
PRUCO SECURITIES CORPORATION
NA
04/01/1987 - 07/06/1987
JANNEY MONTGOMERY SCOTT INC.
BC
Issued 06/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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