Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gerard Porter is a financial advisor with Foreside Funds Distributors LLC. William is based in Waltham, MA and has been working in the industry since 1998. William holds a Series 63 license. He is also registered as a principal with Series 24. William has also held positions with ALPS Distributors, INC., AMUNDI PIONEER DISTRIBUTOR, INC., and STATE STREET GLOBAL MARKETS, LLC.
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.
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.
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MA
07/24/2023 - Present
Foreside Funds Distributors LLC (Waltham MA)
MA
02/19/2020 - 07/21/2023
ALPS DISTRIBUTORS, INC. (Waltham MA)
MA
08/26/2008 - 08/03/2017
AMUNDI PIONEER DISTRIBUTOR, INC. (BOSTON MA)
MA
02/27/2007 - 08/18/2008
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
11/06/1997 - 03/10/2005
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
NY
04/30/1993 - 12/11/1996
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 07/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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