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Leora Rosenblum Holzer

Fidelity Brokerage Services LLC

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About Leora Rosenblum Holzer

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.

Firm Information

Leora Holzer 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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Leora Holzer’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Leora Rosenblum Holzer.
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