Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin J. Porter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Phoenix, Arizona. Gavin has been in the industry since May 2, 2019, and has experience with a variety of firms including Mutual of America Securities LLC, Hancock Whitney Investment Services Inc., and UBS Financial Services Inc. Gavin holds Series 7, 66 and SIE licenses and is registered in Arizona, California, Colorado, Florida, Idaho, Nevada, New Mexico, Ohio, Texas, Utah, and Washington. Gavin specializes in providing financial advice to individuals, corporations, and pension plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AZ
10/30/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PHOENIX AZ)
LA
01/10/2022 - 05/16/2023
MUTUAL OF AMERICA SECURITIES LLC (METAIRIE LA)
LA
08/20/2019 - 12/09/2021
HANCOCK WHITNEY INVESTMENT SERVICES INC. (SLIDELL LA)
WA
02/11/2019 - 07/23/2019
UBS FINANCIAL SERVICES INC. (SPOKANE WA)
BOTH
Issued 03/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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