Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angie? Claim Your ProfileAngie Holbrook is a financial advisor with over 15 years of experience in the industry. Angie is currently registered with Foreside Fund Services, LLC. Prior to joining Foreside, Angie was employed with PYRAMIS DISTRIBUTORS CORPORATION LLC and Fidelity Investments Institutional Services Company, Inc. Angie is licensed to provide securities advice in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Angie holds a Series 7, Series 63 and SIE license.
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.
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.
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2
VT
02/27/2015 - Present
Foreside Fund Services, LLC (BURLINGTON VT)
RI
01/05/2009 - 02/03/2015
PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)
RI
01/25/2007 - 01/30/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 04/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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