Unclaimed
Holden Sjostrand is a financial advisor with Fidelity Brokerage Services LLC. Holden has been in the industry since December 9, 2017. Holden has passed the Series 7, Series 63, Series 24, Series 99TO and the SIE exams.
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
NM
09/05/2023 - Present
Fidelity Brokerage Services LLC (ALBUQUERQUE NM)
NM
11/15/2017 - 08/10/2023
NATIONAL FINANCIAL SERVICES LLC (ALBUQUERQUE NM)
BC
Issued 12/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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