Kyle M. Portugal
Professional summary
Kyle Matthew Portugal is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California.
Kyle is registered as a RR (Registered Representative) and started their career in finance in 2006. Kyle has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kyle Matthew Portugal's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 3, 2024 - Present
PACIFIC SELECT DISTRIBUTORS, LLC
Office #1: 700 Newport Center Drive, Newport Beach, CA 92660February 28, 2022 - June 4, 2024
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
May 21, 2021 - February 28, 2022
SYMETRA SECURITIES, INC.
August 28, 2015 - March 29, 2016
CURIAN CAPITAL, LLC
February 19, 2013 - September 4, 2013
CURIAN CAPITAL, LLC
August 12, 2008 - January 13, 2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
September 14, 2007 - August 4, 2008
OLD MUTUAL CAPITAL
February 27, 2007 - August 4, 2008
OLD MUTUAL INVESTMENT PARTNERS
May 1, 2006 - February 16, 2007
PRINCIPAL FUNDS DISTRIBUTOR, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/3/2024)
(6/5/2024)
(6/5/2024)
Exams
FINRA
Current Firm
PACIFIC SELECT DISTRIBUTORS, LLC
CRD#: 4452 / SEC#: , 8-15264
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PACIFIC LIFE INSURANCE COMPANY | PARENT OF APPLICANT | |
| DARE, BARBARA ALYCE | VICE PRESIDENT | 5074108 |
| KISSEL, GEOFFREY P | CHIEF EXECUTIVE OFFICER | 7499710 |
| LA ROQUE, SUZANNE MARIE | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 4222767 |
| SMITH, TREVOR TIMOTHY | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER | 4844953 |
| YAMAUCHI, STARLA CHIN | VICE PRESIDENT, CORPORATE SECRETARY | 7721024 |
Red Flags
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