Unclaimed
Michael Adrian Porrey is a financial advisor with over 29 years of experience in the industry. Michael is currently registered with Private Advisor Group, LLC and has been with the firm since 2018. Prior to that, Michael was affiliated with First Investors Corporation. Michael is licensed to provide financial advice in 26 states.
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.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
07/31/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NJ
07/13/1994 - 02/04/1998
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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