Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rashon? Claim Your ProfileRashon Kane Holmes is an investment advisor representative at Fidelity Personal And Workplace Advisors. Rashon is registered with the state of Pennsylvania and has been in the financial services industry since August 1, 2018. Rashon has passed the Series 6, 7TO, 63 and 65 exams. Rashon is a licensed agent in California, Florida, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Rashon has worked for both Citizens Securities, INC and Santander Securities LLC in the past.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
04/12/2022 - Present
Fidelity Personal AND Workplace Advisors (WARRINGTON PA)
PA
03/01/2019 - 01/18/2022
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
05/30/2018 - 02/26/2019
SANTANDER SECURITIES LLC (ABINGTON PA)
IA
Issued 04/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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