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Kyle Matthew Portugal

Pacific Select Distributors, LLC

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About Kyle Matthew Portugal

Kyle Portugal is a financial advisor with over 17 years of experience in the industry. Kyle is currently registered with Pacific Select Distributors, LLC and holds Series 6, 7, 63, 65, and SIE licenses. Kyle has previously been registered with Jackson National Life Distributors LLC, Symetra Securities, Inc., Old Mutual Investment Partners, and Principal Funds Distributor, Inc.

Firm Information

Kyle Portugal is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kyle Portugal’s Registration & Firm History

CA

06/03/2024 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

TN

02/28/2022 - 06/04/2024

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

WA

05/21/2021 - 02/28/2022

SYMETRA SECURITIES, INC. (BELLEVUE WA)

CO

08/12/2008 - 01/13/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

CO

02/27/2007 - 08/04/2008

OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)

CA

05/01/2006 - 02/16/2007

PRINCIPAL FUNDS DISTRIBUTOR, INC. (EL DORADO HILLS CA)

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Licenses & Designations

IA

Issued 02/04/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/2007

Series 7 - General Securities Representative Examination

BC

Issued 04/28/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Matthew Portugal.
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