Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Misty? Claim Your ProfileMisty Dejon Porter is a financial advisor who has been in the industry since 2003. Misty Dejon Porter is currently registered with Golden State Equity Partners, LLC. Misty Dejon Porter has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Misty Dejon Porter is a CERTIFIED FINANCIAL PLANNER™. Misty Dejon Porter specializes in Portfolio Management for Individuals, Selection of Other Advisers, and Financial Planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Financial planning fees
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2
CA
09/19/2022 - Present
Golden State Equity Partners, LLC (YUCCA VALLEY CA)
CA
05/29/2007 - 10/26/2017
CITIGROUP GLOBAL MARKETS INC. (BEAUMONT CA)
CA
03/24/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (PALM DESERT CA)
MN
10/14/2003 - 01/03/2005
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
IA
Issued 07/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/31/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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