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Laura Elizabeth walsh Holden

BMO Capital Markets Corp.

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About Laura Elizabeth walsh Holden

Laura Holden is a financial professional with over a decade of experience in the financial services industry. Laura has worked for several prominent firms including Raymond James & Associates, Inc., Financo Securities, LLC and Stephens, Inc. Laura is currently registered with BMO Capital Markets Corp. where she provides investment advisory services, including portfolio management for pooled investment vehicles. Laura is also a licensed Series 24, 63, 62, 79 and SIE representative.

Firm Information

Laura Holden is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

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.

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provision of securities trading ideas and research

Provision of securities trading ideas and research

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for securities trading ideas and research

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Laura Holden’s Registration & Firm History

NY

07/27/2022 - Present

BMO Capital Markets Corp. (New York NY)

FL

03/30/2021 - 07/07/2022

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

NY

05/04/2018 - 05/06/2021

FINANCO SECURITIES, LLC (NEW YORK NY)

NY

05/24/2012 - 01/28/2019

STEPHENS (NEW YORK NY)

NY

06/07/2010 - 05/24/2012

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

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Licenses & Designations

BC

Issued 09/04/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2015

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 06/04/2010

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Laura Elizabeth walsh Holden.
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