Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Porter? Claim Your ProfilePorter R. Draper is a financial advisor with Schwab Wealth Advisory, Inc. Porter has been in the financial industry since 2006. Porter has worked with several companies throughout their career, including Goldman, Sachs & Co. and J.P. Morgan Securities Inc., before joining Schwab Wealth Advisory, Inc. in 2018. Porter holds Series 31, 7, and 66 licenses. Porter is registered in several states and is approved to provide financial advice in both the broker-dealer and investment advisor spaces.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CO
12/11/2020 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
01/12/2017 - 07/20/2018
MOLONEY SECURITIES CO., INC. (Greenwood Village CO)
CO
12/15/2015 - 10/31/2016
CETERA ADVISORS LLC (DENVER CO)
IL
12/16/2013 - 11/12/2015
RBC CAPITAL MARKETS, LLC (CHICAGO IL)
IL
06/17/2013 - 10/31/2013
DESTRA CAPITAL INVESTMENTS LLC (LISLE IL)
MT
03/16/2011 - 07/02/2012
DESTRA CAPITAL INVESTMENTS LLC (BOZEMAN MT)
NY
07/31/2007 - 09/15/2010
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
05/01/2001 - 10/09/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/28/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/08/1999 - 03/02/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 08/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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