Michael G. Portie
Professional summary
Michael Glenn Portie, who also goes by Mike Portie, is a registered financial professional currently at BOUSTEAD SECURITIES, LLC located in Irvine, California.
Michael is registered as a RR (Registered Representative) and started their career in finance in 1978. Michael has worked at 23 firms and has passed the Series 63, SIE, Series 7, Series 53, Series 4, Series 24 and Series 8 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael Glenn Portie's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2026 - Present
BOUSTEAD SECURITIES, LLC
Office #1: 6 Venture Suite 395, Irvine, CA 92618October 8, 2021 - June 9, 2023
EMERSON EQUITY LLC
January 24, 2020 - August 20, 2021
DIGITAL OFFERING LLC
June 13, 2019 - December 31, 2019
RICHFIELD ORION INTERNATIONAL, INC.
February 12, 2016 - April 24, 2017
WILSON-DAVIS & CO., INC.
April 15, 2015 - April 24, 2015
EMERSON EQUITY LLC
August 12, 2014 - April 14, 2015
CRESCENT SECURITIES GROUP, INC.
October 30, 2013 - December 31, 2013
CABIN SECURITIES, INC.
September 6, 2012 - November 7, 2013
CABOT LODGE SECURITIES LLC
October 12, 2010 - September 1, 2011
NEWPORT COAST SECURITIES, INC.
March 25, 2010 - October 5, 2010
CALTON & ASSOCIATES, INC.
April 29, 2009 - December 23, 2009
CAPWEST SECURITIES, INC.
November 5, 2007 - January 2, 2009
OMNI BROKERAGE, INC.
January 14, 2005 - December 18, 2006
DBSI SECURITIES CORPORATION
April 17, 2001 - December 13, 2002
IMS SECURITIES, INC.
March 8, 1991 - May 9, 2001
ONE FINANCIAL SECURITIES, INC.
June 29, 1989 - February 27, 1990
SUNAMERICA SECURITIES, INC.
July 6, 1988 - July 22, 1989
SOVEREIGN-AMERICAN SECURITIES, INC.
May 11, 1987 - July 13, 1988
LINCOLN INVESTMENT
June 26, 1984 - April 14, 1987
SOURCE SECURITIES, INC.
May 18, 1982 - July 20, 1984
UBS FINANCIAL SERVICES INC.
August 29, 1979 - June 1, 1982
PRUDENTIAL EQUITY GROUP, LLC
September 26, 1978 - September 13, 1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 25, 1978 - September 26, 1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 8
Date: 8/27/1984
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
BOUSTEAD SECURITIES, LLC
CRD#: 141391 / SEC#: , 8-67384
Contact information
FINRA licenses (47 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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