Unclaimed
Michael Holzman is a financial professional with Fidelity Brokerage Services LLC. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7TO, Series 63, and SIE licenses. Michael has been in the financial services industry for over 20 years, and has a strong track record of providing personalized investment advice. Michael is committed to helping clients achieve their financial goals, and providing them with the knowledge and resources they need to make informed decisions about their money.
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.
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RI
01/11/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 01/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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