Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Stanley Porter is a financial advisor with PFS Investments Inc. in Lincoln, Nebraska. Douglas Porter has been working in the financial industry since July 30, 2002, and has been registered with PFS Investments Inc. since November 7, 2011. Douglas Porter is also registered as an Investment Advisor Representative in Nebraska. Douglas Porter holds the Series 6, Series 63, Series 26 and Series 65 licenses. Douglas Porter has experience in investment advisory services and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NE
11/07/2011 - Present
PFS Investments Inc. (LINCOLN NE)
IA
Issued 06/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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