Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francine? Claim Your ProfileFrancine Marie Porter is a financial advisor with over 30 years of experience in the industry. Francine has been registered with Wells Fargo Clearing Services, LLC since November 2016. Previously, Francine worked with Deutsche Bank Securities Inc. for over 15 years. Francine holds Series 63 and Series 65 licenses. She has earned Series 7, Series 9, and Series 10 licenses. Francine also holds the SIE exam certification. Francine's career includes experience with Alex. Brown & Sons Incorporated and Johnston, Lemon & Co. Incorporated. Francine provides investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
DC
07/24/2018 - Present
Wells Fargo Clearing Services, LLC (WASHINGTON DC)
DC
01/13/2001 - 07/18/2016
DEUTSCHE BANK SECURITIES INC. (WASHINGTON DC)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
09/20/1989 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
DC
01/26/1984 - 08/23/1989
JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)
IA
Issued 05/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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