Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Michael Currie is a registered representative with M Holdings Securities, Inc. based in Dallas, TX. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey is licensed to sell securities in Oregon and Texas. Jeffrey previously worked at ASCENSUS BROKER DEALER SERVICES, LLC, NEWPORT GROUP SECURITIES, INC., and PRINCIPAL SECURITIES, INC. Jeffrey holds the Series 6, Series 63 and SIE securities licenses. Jeffrey specializes in securities, variable contracts, mutual funds, variable annuities, fixed annuities, retirement planning, and investment advisory services. Jeffrey is dedicated to providing personalized financial advice and 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.
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2
TX
11/08/2023 - Present
M Holdings Securities, Inc. (Dallas TX)
MA
08/31/2023 - 11/06/2023
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
TX
10/29/2019 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (Dallas TX)
TX
09/26/2012 - 10/15/2019
PRINCIPAL SECURITIES, INC. (ADDISON TX)
TX
06/26/2002 - 07/03/2012
CLARK SECURITIES, INC. (DALLAS TX)
BC
Issued 09/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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