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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 Porter is a financial advisor in Houston, Texas. Michael has been in the financial services industry since 2006 and is registered with Cetera Investment Advisers LLC. Michael is also a Certified Financial Planner. Michael has previously worked at MML Investors Services, LLC, Allstate Financial Services, LLC, Waddell & Reed, and Raymond James Financial Services, Inc. Michael has a Series 7, Series 63, and SIE license. Michael works with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Michael's firm offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
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2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
06/22/2018 - 06/03/2021
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
10/19/2015 - 06/11/2018
ALLSTATE FINANCIAL SERVICES, LLC (Spring TX)
TX
07/03/2013 - 10/06/2015
WADDELL & REED (HOUSTON TX)
TX
05/11/2006 - 07/03/2013
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
02/06/2006 - 05/09/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINNIE TX)
BC
Issued 02/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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