linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Colleen Marie O'Donnell

M Holdings Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Colleen? Claim Your Profile

About Colleen Marie O'Donnell

Colleen Marie O'Donnell is a registered representative with M Holdings Securities, Inc. Colleen has been in the financial industry since 2013 and is licensed in Tennessee. Colleen has passed the Series 6, Series 63, and SIE exams and has experience with individual clients, corporations, and pension and profit-sharing plans. M Holdings Securities, Inc. is headquartered in Portland, Oregon and serves over 10,000 clients. Colleen is located in the Nashville branch office of M Holdings Securities.

Firm Information

Colleen O'Donnell is currently registered with M Holdings Securities, Inc.. M Holdings Securities, Inc. is a corporation formed in March 1997, headquartered in Portland, Oregon. The firm provides a wide range of financial services including financial planning, portfolio management, and pension consulting. It also offers educational seminars and publishes periodicals. M Holdings Securities, Inc. serves a diverse clientele, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm is registered with the Securities and Exchange Commission and is licensed to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
M Holdings Securities, Inc.

1125 N.W. COUCH STREET

PORTLAND, OR 97209

$4.51B

Assets Under Management

10,065

Total Clients

509

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Colleen O'Donnell’s Registration & Firm History

TN

02/19/2019 - Present

M Holdings Securities, Inc. (NASHVILLE TN)

CA

10/02/2012 - 12/26/2017

HD VEST INVESTMENT SERVICES (LA MESA CA)

Not sure if Colleen Marie O'Donnell is right for you?

Licenses & Designations

BC

Issued 11/03/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colleen Marie O'Donnell.
Not sure if Colleen Marie O'Donnell is right for you?