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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: M FINANCIAL ASSET MANAGEMENT, INC.CRD Number: 136694OtherThanAnnual
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M Holdings Securities Inc. is a financial services firm that provides various investment and securities brokerage services.
Individuals and entities involved in investment activities or those managing investment accounts typically are required to file with M Holdings Securities Inc.
Filling out M Holdings Securities Inc. documentation typically involves providing personal and financial information as per provided guidelines and submitting it through designated channels.
The purpose of M Holdings Securities Inc. is to facilitate investment activities, provide brokerage services, and manage client portfolios.
Information required usually includes personal identification details, investment account information, transaction records, and financial disclosures.
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