Unclaimed
Greg Holt is a financial advisor with FBL Marketing Services, LLC. Greg is registered with the state of Oklahoma and has been in the financial services industry since September 14, 2004. Greg holds the Series 6, Series 63, and SIE licenses. Greg has two branch offices located in Snyder and Hobart, Oklahoma.
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
OK
09/14/2004 - Present
FBL Marketing Services, LLC (SNYDER OK)
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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