Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald William Holt is a securities professional with over 2 years of experience in the financial industry. Gerald is currently registered with Vanguard Marketing Corp. in Charlotte, NC. Gerald holds the Series 7TO, Series 63 and SIE licenses. Gerald is registered to sell securities in all 50 states, the District of Columbia, Puerto Rico, and the U.S. 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.
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NC
05/31/2024 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 06/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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