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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Eldon McKell is a financial advisor with Portside Wealth Group, LLC. Mark has been a financial advisor for over 20 years and has experience in both the securities and investment advisory industries. Mark has experience in offering fixed life and annuity products. Mark works primarily with high net worth individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans, and individuals other than high net worth individuals. Mark provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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.
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.
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2
UT
01/24/2024 - Present
Portside Wealth Group, LLC (PROVO UT)
CA
01/22/2010 - 11/10/2010
ONEAMERICA SECURITIES, INC. (CORONA CA)
CA
02/14/2002 - 12/31/2009
FARMERS FINANCIAL SOLUTIONS, LLC (RIVERSIDE CA)
IA
Issued 02/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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