Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holcombe? Claim Your ProfileHolcombe Tucker Green is a financial advisor who has been in the industry since September 8, 1998. Holcombe is currently registered with Lazard Freres & Co. LLC and has been with the firm since January 21, 2004. Prior to that, Holcombe was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from September 18, 1997 to January 29, 2003. Holcombe holds several industry licenses, including Series 7, Series 24, Series 63, and Series 79TO. Holcombe is registered in all 50 states and the District of Columbia.
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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NY
01/21/2004 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
09/18/1997 - 01/29/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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