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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Lauren Porter is a financial advisor at Morgan Stanley, where she has been working since September 2023. Samantha has been in the financial industry since March 2, 2018 and has experience with Charles Schwab & Co., Inc. and Wells Fargo. Samantha has a wide range of experience in financial planning, portfolio management, and investment advisory services. Samantha is licensed to offer investment advisory services in Texas and is registered with the Financial Industry Regulatory Authority (FINRA). Samantha is also licensed to sell securities in Texas. Samantha offers investment advisory services to individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
12/12/2023 - Present
Morgan Stanley (Houston TX)
TX
02/16/2018 - 08/28/2023
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 12/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/18/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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