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Welcome to Stickney Research

IMPORTANT CONSUMER INFORMATION: This communication is strictly intended for individuals residing only in particular states. Investment products and services available only to residents of : AZ, CA, CO, CT, FL, OH, WA. We are licensed to sell insurance products only in the following states: AZ, CA, CO, CT, FL, OH, WA. No offers may be made or accepted from any resident outside these states.

 

A broker/dealer (BD), investment advisor (IA), BD agent or IA representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

Securities and Investment Advisory Services offered through M Holdings, Inc., A Registered Broker Dealer and Investment Advisor, Member FINRA / SIPC.  Stickney Research is independently owned and operated. Stickney Research, an Affiliate Firm of Colorado Financial Group, Inc., a Member Firm of M Financial Group.

Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.