Unclaimed
Evan McPherson Porter is a financial advisor with Foreside Fund Services, LLC in Marina del Rey, California. Evan has been in the industry since January 19, 2016 and is registered with the Financial Industry Regulatory Authority (FINRA) as well as in 53 states. Evan has passed the Series 7, Series 63, and SIE exams and has held previous positions at Blackstone Securities Partners L.P., DFA Securities LLC, and Vanguard Marketing Corporation.
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.
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.
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2
CA
04/04/2023 - Present
Foreside Fund Services, LLC (Marina del Rey CA)
NY
03/03/2020 - 01/25/2023
BLACKSTONE SECURITIES PARTNERS L.P. (NEW YORK NY)
NC
05/31/2016 - 01/08/2020
DFA SECURITIES LLC (CHARLOTTE NC)
NC
08/31/2015 - 05/10/2016
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 09/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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