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Jennifer Duncan Holman

Fidelity Brokerage Services LLC

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About Jennifer Duncan Holman

Jennifer Holman is a registered representative with Fidelity Brokerage Services LLC. Jennifer has been in the securities industry since 2014. Jennifer holds the Series 7, Series 63 and SIE licenses. Jennifer is registered to sell securities in 53 states and territories.

Firm Information

Jennifer Holman is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jennifer Holman’s Registration & Firm History

FL

12/07/2015 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

NY

02/08/2001 - 12/16/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jennifer Duncan Holman.
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