Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Mather is a registered representative with M Holdings Securities, Inc. and is currently registered in Oregon. John Michael Mather has been in the securities industry for over 3 years. John Michael Mather holds the Series 63, Series 6TO and SIE licenses and has passed the Uniform Securities Agent State Law Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. John Michael Mather is actively working with clients in the Portland, Oregon area. M Holdings Securities, Inc. has been in business for over 20 years. The firm has a large presence in the Oregon market.
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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OR
03/29/2019 - Present
M Holdings Securities, Inc. (PORTLAND OR)
BC
Issued 04/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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