Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lynn Porter has been in the financial services industry since December 1995 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Tennessee and Texas. William Lynn Porter has a diverse background in financial services with experience at various firms including Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., AMSOUTH INVESTMENT SERVICES, INC. and Waddell & Reed, Inc. William Lynn Porter holds multiple licenses and certifications including Series 6, 7, 63 and 66. William Lynn Porter focuses on providing financial services to high-net-worth individuals, corporations, charitable organizations, and pension plans.
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
TN
11/13/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NASHVILLE TN)
TN
02/13/2013 - 11/25/2013
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
02/14/2000 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (NASHVILLE TN)
WI
02/01/1997 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
03/10/1996 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
KS
07/25/1994 - 10/03/1994
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 07/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1994
Series 6 - Investment Company Products/Variable Contracts 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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