Unclaimed
Leora Holzer is a financial advisor registered in 53 states and the District of Columbia. Leora is a registered representative of Fidelity Brokerage Services LLC, where she is a registered principal. Leora has been in the financial services industry since 2008. Prior to joining Fidelity, Leora worked at UBS Financial Services Inc. Leora holds Series 7, 9, 10, 63, and SIE licenses.
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.
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.
1
2
FL
01/12/2009 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
NY
04/03/2008 - 07/07/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BC
Issued 01/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/10/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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