Unclaimed
Duran Holton is a financial professional with over 25 years of experience in the securities industry. Duran is currently registered with Fidelity Brokerage Services LLC, a firm with a strong reputation for providing investment services to a wide range of clients. Duran has a broad range of experience and expertise in various aspects of the financial services industry. Duran holds the Series 6, 7 and 63 licenses, as well as the SIE designation. Duran has a strong commitment to providing clients with personalized financial advice and investment solutions.
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.
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2
CA
01/01/2008 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
CA
09/23/1999 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SAN FRANCISCO CA)
PA
02/21/1997 - 07/29/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 02/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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