Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Hale Porter is a financial advisor with over 38 years of experience in the industry. Elizabeth has been with Morgan Stanley since 2009. Prior to joining Morgan Stanley, Elizabeth worked at Citigroup Global Markets Inc., Banc of America Investment Services, Inc., NationsSecurities, NationsBanc Securities, Inc., and Prudential-Bache Securities Inc. Elizabeth has a wide range of experience in the financial services industry and is dedicated to providing her clients with personalized financial advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
03/19/2020 - Present
Morgan Stanley (Atlanta GA)
GA
06/15/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
MA
01/01/1998 - 06/18/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
03/31/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
05/13/1987 - 03/31/1992
NATIONSBANC SECURITIES OF GEORGIA, INC.
NA
02/24/1984 - 04/02/1987
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 10/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1986
Series 3 - National Commodity Futures Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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