Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Christian Holt is a financial advisor with Cambridge Investment Research, Inc., based in Glendora, California. Jack has over 25 years of experience in the financial services industry. Jack holds Series 6, 7, and 63 licenses and is registered to sell securities in California, Hawaii, and Illinois. Prior to joining Cambridge Investment Research, Inc., Jack worked at Securities America, Inc., Financial Network Investment Corporation, Pension Planners Securities, Inc., National Planning Corporation, WM Financial Services, Inc., and Griffin Financial Services.
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
03/27/2020 - Present
Cambridge Investment Research, Inc. (Glendora CA)
CA
03/12/2012 - 03/27/2020
SECURITIES AMERICA, INC. (GLENDORA CA)
CA
08/13/2008 - 03/09/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (MONROVIA CA)
CA
12/10/2001 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (TEMPLE CITY CA)
CA
12/08/1999 - 12/19/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
01/01/1999 - 11/09/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
03/03/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
WI
07/07/1995 - 03/07/1998
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
BC
Issued 08/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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