Unclaimed
Nicole Holt is a financial advisor with over 1 years of experience in the industry. Nicole is currently registered with Fidelity Brokerage Services LLC. Nicole has previously been registered with a variety of firms over their career. Nicole has passed the Series 63, Series 7TO, SIE exams. Nicole also holds the no known designation. Nicole specializes in brokerage services, assisting clients with investment strategies and market analysis.
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
RI
04/14/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 5/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 3/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Nicole Holt is the right advisor for you? Invested Better is here to help.