Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Porter is a financial advisor with Fidelity Personal And Workplace Advisors, based in Henderson, Nevada. David has been in the financial services industry for over 10 years, and is licensed to offer securities and investment advisory services in several states. David provides financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. David's previous experience includes working at J.P. Morgan Securities LLC, Chase Investment Services Corp., and Charles Schwab & Co., Inc.
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.
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.
1
2
NV
11/29/2022 - Present
Fidelity Personal AND Workplace Advisors (HENDERSON NV)
IL
10/01/2012 - 05/07/2013
J.P. MORGAN SECURITIES LLC (HOMEWOOD IL)
IL
07/30/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GLENWOOD IL)
IN
09/01/2010 - 11/02/2011
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IN
08/26/2009 - 05/11/2010
CHASE INVESTMENT SERVICES CORP. (DYER IN)
BOTH
Issued 11/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 1/29/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2010
Series 7 - General Securities Representative Examination
BC
Issued 8/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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