Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Cole Porter is a financial professional with over 27 years of experience in the industry. Phillip is currently registered with Charles Schwab & CO., Inc. Previously Phillip has held positions with TD AMERITRADE CLEARING, INC., TD AMERITRADE, INC., SCOTTRADE, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and Charles Schwab & CO., INC. Phillip holds licenses for Series 63, Series 24, Series 8, SIE and Series 7. Phillip is registered in 50 states as well as in Puerto Rico. Phillip specializes in Financial Planning and Selection of other Advisers.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
05/18/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
01/02/2015 - 11/03/2016
TD AMERITRADE CLEARING, INC. (OMAHA NE)
CO
03/08/2011 - 11/03/2016
TD AMERITRADE, INC. (DENVER CO)
CO
05/06/2008 - 01/26/2011
SCOTTRADE, INC. (ENGLEWOOD CO)
CO
06/07/2006 - 12/21/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
TX
06/29/2004 - 10/10/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
04/30/1990 - 01/09/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 07/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/20/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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