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Home > Financial Services > Stock Brokers > Portsmouth Financial Services
Portsmouth Financial Services
Portsmouth Financial Services is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Portsmouth Financial is a full-service investment securities firm founded in 1983 in San Francisco by Walton Logan. In this ever-changing financial environment of economic and market uncertainty Portsmouth are proud to offer truly personalized customer service to their ever increasing base of clients. Portsmouth Financial is a full service brokerage firm. A full service firm offers direct access to operations professionals for problem solving. Generally, discount brokers offer bare bones executions. Portsmouth Financial Services is a full-service investment securities firm founded on personalized customer service and original independent investment advice and research. The firm offers clients an expansive array of quality investment products and services including traditional brokerage products, private client services, fee-based advisory, wealth management services and corporate services. They have 37 brokers presently working with Portsmouth Financial. Portsmouth recognizes the importance of protecting your privacy and has established policies designed to safeguard your confidential information. Securities account is carried by their clearing firm, Pershing LLC, pursuant to a clearing agreement. The Company may disclose all the information they collect regarding your account to Pershing LLC in accordance to their clearing arrangement.
The Company has an insurance/annuity specialist with many years of experience who assists Portsmouth in these areas. An annuity is an insurance contract which allows income and gains to be tax-deferred for various periods. A margin account allows you to borrow against the equity in your account. This type of account needs special approval and carries more risk than a cash account.
Portsmouth Financial Services believes in a solid commitment to serving their clients and always places their needs first. The firm offers clients an expansive array of quality investment products and services including private client services and fee-based advisory, in addition to traditional stocks, bonds, options and mutual funds. The company has committed themselves to the success of the business, to the pursuit of excellence, to the safety of employees, and to providing industry leading quality of service to customers.
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