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Michael D

Series 63, Series 65

Madison, NJ

M Holdings Securities, INC.

Michael Depasquale is a financial advisor at M Holdings Securities, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Madison Rose Advisors LLC, Madison & Main Advisors LLC, Atlas Advisory Group, and Provident Mutual. Outside of his advisory work, he serves as an advisor for National Social Security Partners, LLC. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supporting its services with platform providers and custodial arrangements.

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

Series 63, Series 66

Madison, NJ

M Holdings Securities, INC.

Deepak Alur is a financial advisor with M Holdings Securities, Inc. and holds Series 63 and Series 66 licenses. He has 27 years of industry experience and has worked at several firms including Madison & Main Advisors LLC, Atlas Advisory Group LLC, and Scher Financial Group. In addition to his advisory roles, he is a partner at Madison & Main Advisors and is involved in insurance and investment advising, as well as referring clients for fixed insurance products. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance-contract advisory services.

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

CFP®, CFA®, Series 66

Madison, NJ

M Holdings Securities, INC.

John Sharkey is a CFP®, CFA®, and Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with M Holdings Securities, Inc. and has held previous positions at firms including Merrill Lynch and MassMutual. Outside of his advisory role, he serves on the finance committee of the Church of Saint Leo the Great. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual clients, corporate and business clients, and retirement plans through a nationwide network of advisors. The firm offers a range of investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing sponsored platforms and third-party managers.

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