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M Securities
Full-service offerings for independent financial professionals

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.

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M Securities

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.

Product Lines and Services

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.

  • Variable Life Insurance
  • Variable Annuities
  • Mutual Funds
  • ETFs
  • General Securities
  • Alternative Investments
  • Qualified Plans
  • Financial Planning
  • Investment Advisory Services


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.

M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same.