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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Newton Holding has been in the financial industry since August 2010. Holding is currently registered as a Registered Representative with Credit Union Investment Services and has been with the firm since May 2022. Holding has been registered with the state of North Carolina as both a Registered Representative and an Investment Advisor Representative since June 2022. Holding specializes in providing Financial Planning services, Portfolio Management for Individuals, and Educational Seminars. Previous to joining Credit Union Investment Services, Holding was employed by PRINCIPAL SECURITIES, INC. and HORNOR, TOWNSEND & KENT, INC. Holding holds the following licenses: Series 6, Series 63, Series 65 and SIE.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
06/01/2022 - Present
Credit Union Investment Services (Raleigh NC)
NC
03/25/2014 - 05/25/2022
PRINCIPAL SECURITIES, INC. (Raleigh NC)
NC
08/04/2010 - 04/03/2014
HORNOR, TOWNSEND & KENT, INC. (DURHAM NC)
IA
Issued 10/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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