Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donstan? Claim Your ProfileDonstan Brock Portell is a financial advisor who has been in the industry since December 11, 2019. Donstan is registered with M Holdings Securities, Inc. and has been with the firm since August 2019. Donstan offers investment advisory services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Donstan specializes in providing investment advice for a variety of clients including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. Donstan also holds licenses in various states including California, Colorado, Georgia, Illinois, Indiana, Missouri, and Wisconsin.
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
02/27/2020 - Present
M Holdings Securities, Inc. (PORTLAND OR)
BOTH
Issued 02/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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