Joseph
Felicetti
M Holdings Securities, Inc
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About this Advisor
Joseph Felicetti is a financial advisor based in Madison, New Jersey, working with M Holdings Securities, Inc. Joseph has previously held positions at R. Seelaus & Co. Inc, Seelaus Asset Management LLC, M Holdings Securities, Inc, and Madison & Main Advisors LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and New Jersey. Currently, Joseph is part of M Holdings Securities, Inc, which operates out of Madison, New Jersey. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,513,584,910
706
9,871
$457,257
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Felicetti Work History
M Holdings Securities, Inc
Madison & Main Advisors LLC
Seelaus Asset Management LLC
R. Seelaus & Co. Inc
Disclosures
Please visit the SEC profile of Joseph Felicetti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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