Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Allard Hiatrides is a registered representative with M Holdings Securities, Inc. located in Woodbury, NY. Marc has over 30 years of experience in the financial services industry. Marc has been with M Holdings Securities, Inc. since 11/18/2021, and previously worked with MML Investors Services, LLC, MSI Financial Services, Inc., Metropolitan Life Insurance Company, and Hornor, Townsend & Kent, Inc. Marc holds the Series 6, Series 63, and SIE securities licenses. Marc is experienced in providing a variety of financial services including portfolio management for businesses and individuals, financial planning, and pension consulting.
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
NY
11/18/2021 - Present
M Holdings Securities, Inc. (WOODBURY NY)
NY
03/25/2017 - 04/01/2021
MML INVESTORS SERVICES, LLC (Hauppauge NY)
NY
05/23/2000 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
NY
05/23/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MELVILLE NY)
PA
08/29/1988 - 06/09/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 09/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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