Mogammad
Petersen
M Holdings Securities, Inc
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About this Advisor
Mogammad Petersen is a financial advisor working in Newtown, Pennsylvania with 2 years of industry experience. Petersen is currently employed by M Holdings Securities, Inc. Their career trajectory has included roles at M Holdings Securities, Urban Outfitters, International Trimmings And Label Solutions, Student At The Tertiary School Of Business Administration and Jkj Financial Services. Petersen maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. M Holdings Securities, Inc is a firm based in Portland, OR. It has offices in 105 locations and a total of 738 financial advisors. It oversees $4 billion in assets between its 10,065 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 10,065 customer accounts, 17% are held by high-net-worth investors who have more than $1 million in assets available to invest. M Holdings Securities, Inc performs a diverse assortment of services, such as 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. Financial management fee schedules largely vary depending on the services offered. Fee types charged by M Holdings Securities, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$3,932,369,637
738
10,065
$390,697
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
Mogammad Petersen Work History
Mogammad has been registered as a financial advisor for 2 years.*
M Holdings Securities
Jkj Financial Services
Urban Outfitters
International Trimmings And Label Solutions
Student At The Tertiary School Of Business Administration
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mogammad Petersen 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
Portland, OR
Portland, ME
San Rafael, CA
Portland, OR
Portland, OR
Tampa, FL
Newtown, PA
Portland, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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