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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Porfido is a financial advisor with over 30 years of experience in the industry. Currently, Michael Anthony Porfido is registered as an investment advisor representative with January Capital Advisors LLC. Michael Anthony Porfido has previously been registered with LPL FINANCIAL LLC, AMERITAS INVESTMENT CORP., CARILLON INVESTMENTS, INC., EMMETT A LARKIN COMPANY, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, CARILLON INVESTMENTS, INC., ALLMERICA INVESTMENTS, INC., HOME LIFE INSURANCE COMPANY, W. S. GRIFFITH & CO., INC., and CERTIFIED EQUITIES INCORPORATED. Michael Anthony Porfido is licensed in California and Texas. Michael Anthony Porfido's expertise includes financial planning, pension consulting, and portfolio management for businesses and individuals. Michael Anthony Porfido holds a Certified Financial Planner designation and is Series 7, Series 24, Series 63, and Series 65 licensed.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
05/21/2015 - Present
January Capital Advisors LLC (SAN FRANCISCO CA)
CA
05/01/2015 - 12/31/2021
LPL FINANCIAL LLC (SAN FRANCISCO CA)
CA
06/30/2006 - 05/29/2015
AMERITAS INVESTMENT CORP. (SAN FRANCISCO CA)
CA
07/07/1999 - 06/30/2006
CARILLON INVESTMENTS, INC. (SAN FRANCISCO CA)
CA
07/25/1997 - 07/14/1999
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
MA
06/26/1997 - 05/19/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/26/1997 - 05/19/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
OH
06/15/1995 - 07/23/1997
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MA
08/30/1990 - 06/16/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
04/04/1986 - 09/05/1990
HOME LIFE INSURANCE COMPANY
CT
04/04/1986 - 09/05/1990
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
06/13/1985 - 02/04/1986
CERTIFIED EQUITIES INCORPORATED
IA
Issued 12/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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