Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jo-ann? Claim Your ProfileJo-ann Adams Holden is a financial advisor with Fidelity Personal and Workplace Advisors. Jo-ann is registered with FINRA and the state of Connecticut and Texas. Jo-ann has over 20 years of experience in the financial industry, working with clients in various industries, including insurance companies, pension and profit-sharing plans, corporations, and individuals. Jo-ann specializes in providing financial planning services, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Prior to joining Fidelity, Jo-ann worked with a variety of financial services firms, including JMP Securities LLC, Bloomberg Tradebook LLC, and Citigroup Global Markets Inc.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
09/20/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWICH CT)
NY
09/30/2013 - 02/11/2020
JMP SECURITIES LLC (NEW YORK NY)
NY
06/24/2010 - 10/01/2013
BLOOMBERG TRADEBOOK LLC (NEW YORK NY)
NY
03/08/2010 - 03/26/2010
JESUP & LAMONT SECURITIES CORP (NEW YORK NY)
NY
03/04/2005 - 05/04/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
02/23/1999 - 03/16/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 09/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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