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Brendan W

Series 65, Series 63

Detroit, MI

M HOLDINGS SECURITIES, Inc.

Brendan Walsh is a financial advisor with M Holdings Securities, Inc. He holds Series 65 and Series 63 licenses and has 19 years of industry experience. Walsh has worked with M Holdings since 2012 and has been with Catalyst Solutions Group, Inc. since 2015. M Holdings Securities, Inc. serves a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering both advisory and brokerage services nationwide through independent Member Firms and Financial Professionals. The firm provides investment management, retirement plan consulting, financial planning, and insurance advisory services, using a combination of in-house portfolio management and third-party sub-advisors.

ESG / Sustainable investing Tax-loss harvesting Executive Founder/Business Owner Retired
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