M Holdings Securities, Inc
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About this Advisor
Ashwini Ahluwalia is a certified financial planner whose office is in Portland, Oregon. Currently an advisor with M Holdings Securities, Inc, they have gathered 10 years of professional experience. Ahluwalia has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Ahluwalia is able to act as a financial advisor in New Jersey. During their career, Ahluwalia has held roles at Privatr Client Group, LLC, Ameritas Investment Corp, Ameritas Life Insurance, Union Central Life Insurance, Acacial Life Insurance, Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Metlife Securities Inc, M Holdings Securities, Inc and Atlas Advisory Group. M Holdings Securities, Inc is headquartered in Portland, Oregon, and has 113 other locations in the nation. In aggregate, M Holdings Securities, Inc manages $3 billion in assets dispersed across 7,718 accounts and employs more than 279 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 14% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. M Holdings Securities, Inc provides 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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M Holdings Securities, Inc Brokerage Details
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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
Ashwini Ahluwalia Work History
Ashwini has 10 years of experience.
M Holdings Securities, Inc
Atlas Advisory Group
Metlife Securities Inc
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
Privatr Client Group, LLC
Ameritas Investment Corp
Ameritas Life Insurance
Union Central Life Insurance
Acacial Life Insurance
Ashwini Ahluwalia has disclosures.
Please visit their SEC profile for more details.