Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Holden is a financial advisor with LPL Financial LLC. Jeffrey has over 25 years of experience in the financial services industry and holds Series 6, 7, 9, 10, 24, 63, 99TO and SIE licenses. Jeffrey's career has spanned a variety of firms including Fidelity Brokerage Services LLC, National Financial Services LLC, and Securities America, Inc. Jeffrey is currently registered with the state of North Carolina and South Carolina.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
10/02/2024 - Present
LPL Financial LLC (FORT MILL SC)
AZ
07/25/2022 - 05/15/2024
OSAIC SERVICES, INC. (SCOTTSDALE AZ)
AZ
07/25/2022 - 05/15/2024
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
NE
07/25/2022 - 05/15/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
07/25/2022 - 05/15/2024
TRIAD ADVISORS LLC (ATLANTA GA)
MN
07/25/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
07/25/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
SC
01/21/2011 - 07/07/2022
LPL FINANCIAL LLC (FORT MILL SC)
MA
05/25/2005 - 01/19/2011
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
05/23/2002 - 05/27/2005
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
10/09/2000 - 10/03/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
05/05/1999 - 09/08/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/09/1997 - 05/11/1999
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
BC
Issued 01/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/27/2000
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 08/19/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Holden is the right advisor for you? Invested Better is here to help.
