Mr. Portnoy is an Enrolled Agent tax advisor. As such, he is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury. Mr. Portnoy represents taxpayers before the Internal Revenue Service (IRS) for tax issues that include audits, collections and appeals.
Mr. Portnoy is also a Financial Advisor focused on Retirement Planning and an Investment Advisor Representative for Avantax Advisory ServicesSM approved to conduct business in the state of Texas.As a financial advisor, Mr. Portnoy holds FINRA Series 7 License, FINRA Series 66 License and a Texas license for life, health and disability insurance.
Mr. Portnoy is also a Financial Advisor focused on Retirement Planning and an Investment Advisor Representative for Avantax Advisory ServicesSM approved to conduct business in the state of Texas.As a financial advisor, Mr. Portnoy holds FINRA Series 7 License, FINRA Series 66 License and a Texas license for life, health and disability insurance.
Services
Portnoy Group of Companies is not a CPA Firm. Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory Services SM, Insurance services offered through an Avantax affiliated insurance agency. We have individuals licensed to offer Securities in the state of Texas. This is not an offer to sell Securities in any other state or jurisdiction.
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