Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Porter is a financial professional with over 30 years of experience in the industry. Michael is a registered representative with CapAcuity LLC. Michael has held various positions throughout their career, including Vice President at Westport Strategies Advisors LLC. Prior to joining CapAcuity LLC, Michael was affiliated with FAS Corp. Michael holds a Series 6, Series 7, Series 26, Series 52TO, Series 99TO and a Series 63 license. Michael is also a Chartered Financial Consultant. Michael's focus includes portfolio management for businesses, selection of other advisors and pension consulting.
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.
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.
Fees associated with offset of affiliated broker dealer
1
2
FL
08/01/2023 - Present
Capacuity LLC (LAKE MARY FL)
KS
05/03/2011 - 09/03/2019
FAS CORP. (LEAWOOD KS)
NC
07/31/2008 - 05/02/2011
CLARK SECURITIES, INC. (GREENSBORO NC)
FL
05/06/2002 - 07/30/2008
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
NY
12/09/1994 - 03/27/2002
MERCER ALLIED COMPANY, L.P. (COHOES NY)
NY
07/15/1992 - 12/09/1994
MERCER ALLIED CORPORATION (ALBANY NY)
CT
04/17/1989 - 05/27/1992
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 06/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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