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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kenneth Porter is a financial advisor with over 40 years of experience in the industry. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Illinois, Florida and Texas. Steven Kenneth Porter provides a variety of financial services to individuals and businesses, including portfolio management, financial planning, and pension consulting. He holds the Series 7, 63, 31 and 65 securities licenses. Steven Kenneth Porter has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and working closely with clients to understand their needs and develop customized solutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
11/20/1985 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTHBROOK IL)
IA
Issued 09/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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