Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Marie Holder is a financial advisor with over 10 years of experience in the industry. Ann Marie is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Ann Marie Holder is also registered as an investment advisor representative in Texas. She is dedicated to helping clients achieve their financial goals through a personalized approach that takes into account their unique circumstances and objectives.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
06/20/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MCKINNEY TX)
TX
11/10/2015 - 09/09/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
TX
11/08/2012 - 01/09/2015
CETERA INVESTMENT SERVICES LLC (DENISON TX)
TX
02/28/2012 - 10/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHERMAN TX)
BOTH
Issued 04/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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