Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Portia? Claim Your ProfilePortia Jackson is a financial advisor with Facet, a firm with offices in Menifee, CA and Baltimore, MD. Portia has been a financial advisor for over 9 years, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Century City, CA. Portia holds a Series 7, Series 66, and SIE licenses. She is also a Certified Financial Planner.
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.
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.
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CA
11/13/2023 - Present
Facet (Menifee CA)
CA
09/11/2014 - 04/06/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
BOTH
Issued 10/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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