Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Reid Porter is an investment advisor representative with Realta Investment Advisors, Inc. Jay has been in the securities industry since May 19, 1983. Jay's experience includes previous employment with NATIONAL SECURITIES CORPORATION, WACHOVIA SECURITIES, INC., CIBC WORLD MARKETS CORP., OPPENHEIMER & CO., INC., PRUDENTIAL SECURITIES INCORPORATED, and FIRST AFFILIATED SECURITIES, INC. Jay holds a Series 63 and a Series 65 license as well as a Series 7 and a SIE license. Jay's firm manages $799,701,457 in assets and provides financial planning, pension consulting, publication of periodicals, selection of other advisers, portfolio management for businesses, 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DE
04/24/2015 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
WA
05/23/2003 - 02/25/2015
NATIONAL SECURITIES CORPORATION (SEATTLE WA)
MO
05/02/2000 - 06/02/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
08/05/1992 - 05/10/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
03/24/1993 - 04/18/1995
OPPENHEIMER & CO., INC.
NY
07/26/1984 - 07/31/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/19/1983 - 08/07/1984
FIRST AFFILIATED SECURITIES, INC.
IA
Issued 08/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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