Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Edward Porter is a financial advisor with International Assets Investment Management, LLC, located in Orlando, Florida. Thomas has been in the industry since 2002 and holds Series 63, 66, 7, 24, and SIE licenses. He has experience working with both individuals and businesses. Thomas is registered with the state of Texas to provide financial advice.
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.
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.
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2
TX
03/23/2024 - Present
International Assets Investment Management, LLC (Addison TX)
TX
10/24/2017 - 03/20/2024
GROVE POINT INVESTMENTS, LLC (Addison TX)
TX
11/11/2008 - 10/27/2017
NATIONAL PLANNING CORPORATION (ADDISON TX)
TX
10/31/2005 - 11/12/2008
AIG FINANCIAL ADVISORS, INC. (ADDISON TX)
AZ
05/15/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 12/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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