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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arlee? Claim Your ProfileArlee Jon Holm is a financial advisor with over 38 years of experience in the industry. Arlee is currently registered with Osaic Wealth, Inc., and is licensed to provide financial advice in Arizona, California, Idaho, Oregon and Washington. Arlee has a strong track record of providing financial planning and investment management services to individuals, corporations and charitable organizations. Arlee is committed to helping clients achieve their financial goals and providing them with the guidance and support they need to make informed financial decisions.
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.
A percentage of the total value of assets under management is charged.
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2
OR
07/27/2007 - Present
Osaic Wealth, Inc. (PORTLAND OR)
OR
11/19/1989 - 03/26/2007
ROYAL ALLIANCE ASSOCIATES, INC. (PORTLAND OR)
NA
10/10/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/05/1984 - 10/17/1986
FSC SECURITIES CORPORATION
NA
11/25/1983 - 04/02/1984
SOUTHMARK FINANCIAL SERVICES, INC.
IA
Issued 12/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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