Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Lane Holbrook is a registered representative with Fidelity Brokerage Services LLC, where he has worked since January 27, 2023. Caleb has passed the Series 63, Series 7TO, and SIE exams and is currently licensed in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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.
1
2
FL
01/27/2023 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 02/07/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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