Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Landon? Claim Your ProfileLandon Harrison Portner is a registered investment advisor representative with Envestnet PMC. Landon has been in the industry since February 2012 and holds the following licenses: Series 66, Series 10, Series 9, SIE and Series 7. Landon has been with Envestnet PMC since January 2016 and has previously worked at UBS Financial Services Inc and Merrill Lynch. Landon specializes in providing financial services to individuals, businesses, corporations, investment companies, charitable organizations, and high-net-worth 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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
NC
11/11/2016 - Present
Envestnet PMC (Raleigh NC)
NC
03/03/2014 - 11/24/2015
UBS FINANCIAL SERVICES INC. (RALEIGH NC)
VA
02/15/2012 - 02/04/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
BOTH
Issued 03/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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