Adam
Sendzischew
M Holdings Securities, Inc
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About this Advisor
Adam Sendzischew is a financial advisor based in Portland, Oregon, working with M Holdings Securities, Inc. Adam has previously held positions at Sbi Realty, Guardian Life Ins Co Of America, Park Ave Securities, M Holdings Securities, Inc, National Planning Corporation, and Jones Lowry. Adam has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Adam is part of M Holdings Securities, Inc, which operates out of Portland, Oregon. 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
Adam Sendzischew Work History
M Holdings Securities, Inc
Jones Lowry
Sbi Realty
Guardian Life Ins Co Of America
Park Ave Securities
National Planning Corporation
Disclosures
Please visit the SEC profile of Adam Sendzischew to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at M Holdings Securities, Inc
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Newtown, PA
Portland, OR
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Detroit, MI
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El Paso, TX
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