Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abigail? Claim Your ProfileAbigail Holden is a financial advisor with over 10 years of experience in the industry. Abigail is currently registered with Cambridge Investment Research Advisors, Inc. in Kansas and Texas. Abigail has previously worked with United Planners' Financial Services of America A Limited Partner and Woodbury Financial Services, Inc. Abigail holds Series 63, 66, 7, 24 and SIE licenses. Abigail provides financial planning services to individuals, businesses, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
07/08/2019 - Present
Cambridge Investment Research Advisors, Inc. (Wichita KS)
KS
10/28/2013 - 12/12/2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WITCHITA KS)
KS
11/05/2011 - 06/25/2013
WOODBURY FINANCIAL SERVICES, INC. (EL DORADO KS)
BOTH
Issued 06/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Abigail Holden is the right advisor for you? Invested Better is here to help.
