Porsche S. Love

INVESTHER FIDUCIARY SOLUTIONS

Atlanta, GA

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CRD#: 6956231

Professional summary

Porsche Simone Love, who also goes by Porsche Love, is a registered financial advisor currently at INVESTHER FIDUCIARY SOLUTIONS, LLC located in Atlanta, Georgia.

Porsche is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Porsche has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Porsche Love

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

*PORSCHE LOVE,9504 STILL FOREST,SAN ANTONIO,TX,78250,INV REL,ONGOING,RENTAL PROPERTY,OWNER/LANDLORD,05/01/2018,NOT DURING TRD/HRS,5%.*DIRTY THIRD PRODUCTION Z ,3532 SABLE GLEN LANE,ATLANTA,GA,30349,ONGOING,NOT INV REL,MOBILE DJ SERVICE,OWNER,01/01/2006 NOT DURING TRD/HRS/5%*BLACK SMOKE BOX LLC,3532 SABLE GLEN LANE,ATLANTA,GA,30349,NOT INV REL,ONGOING,SUBSCRIPTION BOX,OWNER,01/01/2023,NOT DURING TRD/HRS/MO,5%*PSL WEALTH STRATEGIES & MANAGEMENT,1050 CROWN POINT PKWY,SUITE 1700,ATLANTA,GA,30338,ONGOING,INV REL,DURING TRD/HRS,30%*APOGEE FINANCIAL PARTNERS,1050 CROWN POINTE PARKWAY,SUITE 1700,ATLANTA,GA,30338,ONGOING,INV REL,5/02/2022,INSURANCE, AGENT,DURING TRD/HRS,50%*PORSCHE S LOVE,3532 SABLE GLEN LANE,ATLANTA,GA,30349,ONGOING,NON INV REL,09/01/2024,PUBLIC SPEAKING AND WRITING/SELF PUBLISHING BOOKS,SPEAK ABOUT HOME OWNERSHIP AND FINANCIAL LITERACY,NOT DURING TRD/HRS,0%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Porsche Simone Love's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 18, 2024 - Present

INVESTHER FIDUCIARY SOLUTIONS, LLC

RIA

CRD#: 144815

Atlanta, GA

Past

January 19, 2024 - November 11, 2024

EQUITY SERVICES, INC.

RIA

CRD#: 265

ATLANTA, GA

Past

January 17, 2024 - November 11, 2024

EQUITY SERVICES, INC.

CRD#: 265

ATLANTA, GA

Past

October 17, 2023 - December 11, 2023

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

San Antonio, TX

Past

October 13, 2020 - December 11, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

San Antonio, TX

Past

February 28, 2020 - October 7, 2020

NYLIFE SECURITIES LLC

CRD#: 5167

STOCKBRIDGE, GA

Past

October 18, 2018 - January 13, 2020

EQUITABLE ADVISORS, LLC

CRD#: 6627

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(12/18/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/11/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/20/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/18/2018

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/17/2018

Securities Industry Essentials Examination

Current Firm

INVESTHER FIDUCIARY SOLUTIONS, LLC

CRD#: 144815 / SEC#:

Georgia

Registered Investment Advisory firm - (5/31/2013 Approved)

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Contact information

Main Address

2905 E Point Street #91589, Atlanta, GA 30344

Mailing Address

Phone number

(678) 218-4900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Porsche S. Love

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Porsche Simone Love's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESTHER FIDUCIARY SOLUTIONS, LLC

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NYLIFE SECURITIES LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2023

Series 63

Date: 11/20/2018

Series 6TO

Date: 10/18/2018

SIE

Date: 10/17/2018

Current Firm

INVESTHER FIDUCIARY SOLUTIONS, LLC

Contact information

Documents

Red Flags

Company Information

INVESTHER FIDUCIARY SOLUTIONS, LLC

TRUST BUT VERIFY

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