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Zachary Porter

Cetera Investment Services LLC

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About Zachary Porter

Zachary Porter is a financial professional with experience in the financial services industry. Zachary has been registered with the Securities and Exchange Commission (SEC) since December 2014. Zachary is currently registered with Cetera Investment Services LLC. Previously, Zachary was registered with Securities America, Inc. in Lavista, NE. Zachary holds the Series 7 and SIE licenses.

Firm Information

Zachary Porter is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Zachary Porter’s Registration & Firm History

MN

08/13/2021 - Present

Cetera Investment Services LLC (ST. CLOUD MN)

NE

12/09/2014 - 07/28/2021

SECURITIES AMERICA, INC. (LAVISTA NE)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Porter.
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