Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darla? Claim Your ProfileDarla Rae Holt is a financial advisor with PFS Investments Inc. based in Tulsa, Oklahoma. Darla Holt is a registered representative with Series 6, 26 and 63 licenses and the SIE exam. Darla Holt is an active advisor and has been in the industry since 2004. Darla Rae Holt focuses on providing individual portfolio management services to a wide range of clients, including high-net-worth individuals. Darla Holt's clients are primarily individuals, with a smaller number of corporations and charitable organizations.
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.
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.
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2
OK
01/01/2005 - Present
PFS Investments Inc. (TULSA OK)
BC
Issued 01/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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