Daniel Porter

Investments and Retirement including 401k Rollovers, Retirement Planning, Investment Monitoring, Estate Planning and Insurance.

Financial Advisor at DJR Financial Services in Simi Valley, CA

About

Address
2480 Stearns Street in Simi Valley, CA 93063
Info
Year started: 1989

Reviews

Peer Endorsements

Best Answers

Daniel Porter has not answered any questions.

Credentials

Licenses

Series 6
Series 63
California Life Insurance
License # 0D71418
Series 7
Series 65

Certifications

Certified Citadel Estate Planner

Exams

General Securities Principal Exam 24

Accomplishments

Awards

2015 Estate Planner of the Year

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.

Background

Education

University of LaVerne

Disclosure

Investment Representative offering securities and advisory services through SagePoint Financial, a registered broker-dealer, registered investment adviser and member FINRA/SIPC. Insurance offered through DJR Financial Services. Estate planning offered through Citadel Law Offices. Tax and Accounting services offered through Skidmore Markell & Company. DJR Financial Services, Skidmore Markell & Company and Citadel Law Offices are not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.California Life Insurance License # 0D71418.