Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Gordon Ewell is a financial advisor associated with Portside Wealth Group, LLC. Paul has over 25 years of experience in the financial services industry. Paul is registered to provide investment advisory services in Utah. Paul has a Series 6, Series 63, and Series 65 licenses. Paul specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Paul also offers hourly charges and fixed fees for financial advice. Paul's firm manages over $884,770,030 in assets for 10,048 clients.
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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UT
05/02/2023 - Present
Portside Wealth Group, LLC (Draper UT)
UT
04/09/2002 - 10/24/2014
PARKLAND SECURITIES, LLC (RIVERTON UT)
MI
04/05/2002 - 04/09/2002
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
CT
12/23/1997 - 04/05/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 09/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2014
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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