Portell Financial Services, Inc. is presently licensed to sell traditional life insurance in AL, CO, FL, GA, IL, IN, MI, MO, OR, SC, TN, VA, WV. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services.
Variable life and annuity products, as well as other securities products, may be sold in AL, AR, CA, FL, GA, IL, IN, MA, MO, NJ, PA, SC, TN, TX. Residents of other states should consult with a local registered representative for securities products.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Portell Financial Services, Inc. is independently owned and operated.
Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
Portell Financial Services, Inc. is a Member Firm of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.