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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Drake Porter is a financial advisor with over 25 years of experience in the financial services industry. William is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative. William has a strong track record of success in providing investment advice and financial planning services to a wide range of clients, including high-net-worth individuals, families, businesses, and institutions. William holds a Series 7, Series 63, Series 65, and Series 66 license, as well as the SIE exam. William is committed to providing his clients with personalized financial advice and strategies that are designed to meet their unique needs and goals. William previously worked with Morgan Keegan & Company, Inc., Amsouth Investment Services, Inc., and Colonial Brokerage, Inc.. William is passionate about helping his clients achieve their financial dreams.
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
TN
05/05/2020 - Present
Morgan Stanley (Nashville TN)
TN
02/13/2007 - 10/24/2011
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
09/12/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (NASHVILLE TN)
AL
03/03/2003 - 08/29/2003
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
NY
12/19/1997 - 03/06/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 12/19/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1997
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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