Unclaimed Profile

Maria Renee Rogers

M HOLDINGS SECURITIES, INC.·PORTLAND, Oregon

SIE, Series 7, Series 28, Series 63, Series 65, Series 99TOClean recordM HOLDINGS SECURITIES, INC.

1125 N.W. COUCH STREET, PORTLAND, OR 97209CRD# 2442526Firm CRD# 43285

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Maria Renee Rogers · PORTLAND, OR

Registration

CRD #2442526 · M HOLDINGS SECURITIES, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 28

Series 63

Series 65

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M HOLDINGS SECURITIES, INC.

CRD 43285 · SEC 801-57304

AUM

$4.5B

Regulatory assets under management

Employees

706

9,871 client accounts

Services offered by M HOLDINGS SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at M HOLDINGS SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Maria Renee Rogers offer?

Maria Renee Rogers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are Maria Renee Rogers's credentials?

Maria Renee Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maria Renee Rogers located?

Maria Renee Rogers is based in PORTLAND, Oregon, working with M HOLDINGS SECURITIES, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Maria Renee Rogers charge for services?

Maria Renee Rogers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M HOLDINGS SECURITIES, INC.?

M HOLDINGS SECURITIES, INC. has approximately 706 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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