Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Brent Portell is a financial professional with over 30 years of experience in the securities industry. Donald is a registered representative of M Holdings Securities, Inc., and a Registered Investment Advisor. Donald holds a Series 6, 26, 51, 63, and 65 licenses, and a Chartered Financial Consultant designation. Donald has been affiliated with M Holdings Securities, Inc. since 2003. Donald is also a principal at DBP Wealth Advisory Group, LLC. Donald provides financial planning, investment management, and other advisory services to individuals, families, and businesses. Donald has a strong track record of success in helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
02/03/2023 - Present
M Holdings Securities, Inc. (PORTLAND OR)
IL
07/01/2005 - 02/21/2012
NFP SECURITIES, INC. (HIGHLAND IL)
OR
06/05/2003 - 07/14/2005
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
AZ
08/05/1991 - 06/17/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/24/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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