Unclaimed
Rahja Dominic Porter is a financial advisor at Osaic Wealth, Inc. Rahja has been in the industry since June 18, 2018 and is active in both Broker-Dealer and Investment Adviser capacities. Rahja has experience at several firms, including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, and SagePoint Financial, Inc. Rahja is also a part-time real estate agent and a speaker for COMPLY. Rahja holds Series 7, 66, 52TO, and 53 licenses. Rahja's expertise is in providing investment advice and financial planning for individuals, businesses, and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NE
06/14/2024 - Present
Osaic Wealth, Inc. (BELLEVUE NE)
GA
05/13/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
06/19/2018 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/13/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/13/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/13/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
BOTH
Issued 07/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/2019
Series 4 - Registered Options Principal Examination
BC
Issued 06/21/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/07/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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