Unclaimed
Michelle Marie Porter is a financial advisor with over 16 years of experience in the financial services industry. Michelle is currently registered with Spire Securities, LLC in McLean, VA. Prior to her current role, Michelle worked as a financial advisor at Morgan Stanley and Citigroup Global Markets Inc. Michelle holds a Series 7, Series 63, and SIE license.
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.
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.
1
2
VA
10/28/2013 - Present
Spire Securities, LLC (MCLEAN VA)
PA
06/01/2009 - 08/21/2013
MORGAN STANLEY (PHILADELPHIA PA)
NY
11/15/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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