Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Nicole Holden is a financial advisor at LPL Financial LLC. Brooke is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial services industry. Brooke's current registrations include Florida. Brooke has been registered with the Securities and Exchange Commission (SEC) since 2024. Brooke specializes in financial planning for individuals and families. Brooke has been in the financial services industry since 2013. Prior to joining LPL Financial LLC, Brooke was a financial advisor at Jaffe Tilchin Wealth Management. Brooke is committed to providing her clients with personalized financial advice and guidance. Brooke's focus is on helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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SC
05/10/2024 - Present
LPL Financial LLC (FORT MILL SC)
BC
Issued 07/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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