Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin M. Holt is a registered representative with J.p. Morgan Securities LLC, holding a Series 6TO and SIE license. Collin has been active in the industry since February 2019. Collin M. Holt has been with J.p. Morgan Securities LLC since February 2019, and is located in the Denver, CO branch office. Collin has a total of 2 product licenses and is registered in Colorado. Collin specializes in providing financial planning services, pension consulting, and portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CO
02/28/2019 - Present
J.p. Morgan Securities LLC (Denver CO)
BC
Issued 02/05/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Collin Holt is the right advisor for you? Invested Better is here to help.
