Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noor? Claim Your ProfileNoor El houda Bucholz is a financial advisor with BFC Planning, Inc. Noor is a registered investment advisor representative, and has been in the industry since November 8, 2019. Noor has previously worked with several other firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., Commonwealth Financial Network, and TD Ameritrade, Inc. Noor has a Series 63 and Series 66 license and a Series 24 license, and is registered in California and Idaho.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
IA
01/07/2025 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
GA
05/18/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
05/18/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
05/18/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
05/18/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/18/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
09/14/2021 - 05/15/2023
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
11/04/2019 - 09/10/2021
TD AMERITRADE, INC. (SAN DIEGO CA)
BOTH
Issued 09/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2021
Series 24 - General Securities Principal Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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