M Holdings Securities Inc
Legal Name: M HOLDINGS SECURITIES, INC.
Full Contact Details
M Holdings Securities Inc
1125 N.W. COUCH STREET, SUITE 900, PORTLAND, OR
800-656-6960
503-414-7474
Other Info
M Holdings Securities Inc, also known as M HOLDINGS SECURITIES, INC., is an Oregon-based corporation that employs 852 individuals, with 388 serving in advisory roles, providing expert financial services to 8297 clients. This SEC-approved firm has been in operation for over two decades, with its last registration date on Mar 14, 2000, a testament to its stability and expertise in the industry.
M Securities Offers a Broad Array of Investment Solutions
M Financial is a full-service broker-dealer and registered investment adviser providing high-level investment products and support for our Member Firms.
Direct Owners
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ANDREW PAUL GRAVES
DIRECTOR owns less than 5%
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BRIDGET MARY MCNAMARA-FENESY
PRESIDENT AND CHIEF EXECUTIVE OFFICER owns less than 5%
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CONSTANTINE PELOS
CHIEF COMPLIANCE OFFICER owns less than 5%
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DAVID WALTER SCHUTT
SECRETARY owns less than 5%
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DEAN JAMES BECKLEY
CHIEF INFORMATION SECURITY OFFICER owns less than 5%
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KEVIN BRUCE KUKAR
TREASURER owns less than 5%
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M FINANCIAL HOLDINGS INCORPORATED
EQUITY OWNER owns 75% or more
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MARIA RENEE ROGERS
FINANCIAL PRINCIPAL owns less than 5%
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RANDALL MARK O'CONNOR
DIRECTOR owns less than 5%
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VALERIE BOLCH PIMENTA
VP, COO owns less than 5%
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WESTLEY VANDER THOMPSON
DIRECTOR owns less than 5%
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JILL ELLEN EHRET
CHIEF COMPLIANCE OFFICER owns less than 5%