M Securities provides access to diverse offerings including investments, insurance, annuities and advisory products, and services and platforms. Coupled with our operations and compliance support teams, this enables Member Firms to meet their clients’ unique needs while still maintaining independence in how they structure and build their investment practices.
Access your accounts below:
M Securities is a full-service broker-dealer and registered investment adviser, offering a broad array of investment solutions for clients whose needs can be complex. Our teams are focused on providing high-level service and support exclusively to M Member Firms. Our open architecture platform gives Member Firms flexibility in selecting products and finding solutions that meet clients’ best interests.
Our proactive approach to changes in the marketplace provides services, products, and programs that effectively serve clients in a dynamic and competitive environment. For more information about the services offered by your financial professional through M Securities as a broker-dealer and as a registered investment advisor, please review the Firm Disclosures below.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Member Firms are independently owned and operated. Use FINRA's BrokerCheck to check the background of this Firm and/or financial professional.
SEC Rule 606 requires broker-dealers to disclose, on a quarterly basis and on a public website, the identity of the market centers to which they route a significant percentage of their orders. M Holdings Securities has a relationship with clearing broker, BNY Pershing (Pershing). Please click on the link below to access this information.
Order Routing Disclosure Report Q3 2024 (PDF)
