Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam James Porter is a financial advisor with over 45 years of experience in the industry. William is currently registered with Madison Avenue Securities, LLC, and is licensed in multiple states, including Georgia and Texas. In addition to providing financial advice, William is the owner and representative of Navigator Financial Planning Service DBA Aileron Investment Advisors, Inc. He is also the host of a podcast. William's expertise includes financial planning, pension consulting, selection of other advisors, and portfolio management. He has experience working with a variety of clients, including individuals, businesses, pension and profit-sharing plans, and charitable organizations. William is committed to providing his clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/20/2017 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
GA
02/13/2002 - 10/24/2017
INTEGRATED FINANCIAL PLANNING SERVICES (SUWANEE GA)
GA
01/30/2015 - 10/17/2017
DEMPSEY LORD SMITH, LLC (ROME GA)
CO
03/28/2001 - 02/19/2002
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NA
05/23/1990 - 06/18/2001
INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )
AZ
06/18/1989 - 12/31/1989
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
01/02/1985 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
01/02/1982 - 01/07/1985
LOWRY FINANCIAL SERVICES CORPORATION
NA
03/21/1977 - 02/02/1983
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
11/12/1974 - 04/30/1977
PML SECURITIES COMPANY
BOTH
Issued 05/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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