Unclaimed
Jeff Struthers is a financial advisor at M Holdings Securities, Inc., located in Portland, Oregon. Jeff has been in the industry since 2006 and has a wide range of experience in financial planning, portfolio management, and investment services. Jeff is registered with FINRA and is licensed in 51 states, including Oregon, where Jeff is based. Jeff has a strong track record of success in helping clients reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
10/04/2019 - Present
M Holdings Securities, Inc. (PORTLAND OR)
NY
02/11/2015 - 07/24/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
OR
08/28/2008 - 01/23/2015
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
09/27/2004 - 02/16/2007
SIGNATOR INVESTORS, INC. (PORTLAND OR)
MN
03/18/2004 - 09/10/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BC
Issued 04/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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