Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dwight Porter is a financial advisor with Janney Montgomery Scott LLC, a firm that manages more than $85 billion in assets. Michael has been in the financial industry since 1998, holding Series 3, 6, 7, 9, 10, 31, 63, and 65 licenses. Michael has experience with a variety of financial products and services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Michael has worked at Janney Montgomery Scott LLC since 2016, previously worked at Morgan Stanley Smith Barney.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DE
02/24/2021 - Present
Janney Montgomery Scott LLC (Greenville DE)
DE
06/01/2009 - 04/19/2016
MORGAN STANLEY (WILMINGTON DE)
DE
08/16/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREENVILLE DE)
MO
10/01/1999 - 08/28/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
09/17/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
GA
04/25/1997 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
Series 3 - National Commodity Futures Examination
BC
Issued 12/03/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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