ADVISOR BIO

David Klein is a financial advisor registered with M Holdings Securities, Inc. David has been in the financial services industry since 2011 and has held previous positions with P.J. ROBB VARIABLE CORPORATION, METLIFE INVESTORS DISTRIBUTION COMPANY, THE LEADERS GROUP, INC., PRUCO SECURITIES, LLC., HARTFORD EQUITY SALES COMPANY INC., CONSECO EQUITY SALES, INC., ING FINANCIAL PARTNERS, INC., and INTERLINK SECURITIES CORP. David has experience in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Melissa Teixeira is a financial professional with over two years of experience in the industry. Melissa is currently registered with M Holdings Securities, Inc. and is licensed to provide investment advice in Connecticut, Massachusetts, New Jersey, and New York. Melissa has previously worked with P.J. Robb Variable Corporation and MML Investors Services, LLC. Melissa specializes in a range of financial products and services including investment advice, financial planning, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Robert Daniel Guevara is a registered representative with M Holdings Securities, Inc. Robert is a licensed professional with over 15 years of experience in the financial industry. He is dedicated to providing personalized financial advice and services to individuals, families, and businesses. Robert has a strong understanding of various financial products and services, including investment management, retirement planning, and insurance. He holds Series 6 and SIE licenses and is registered with the state of New Jersey. Before joining M Holdings Securities, Inc. Robert previously worked with MML Investors Services, LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company.

SPECIALIZATIONS

ADVISOR BIO

Thomas Troubh is a financial professional with over 17 years of experience in the industry. Currently, Thomas is a registered representative with M Holdings Securities, Inc., a firm with a strong presence in the financial services market. Thomas has held positions at various reputable firms including MML Investors Services, LLC and RBC Professional Trader Group LLC. Thomas is a dedicated professional with extensive knowledge and experience in the financial industry.

SPECIALIZATIONS