linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Reeta Kapani Holmes

THE Silverfern Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Reeta? Claim Your Profile

About Reeta Kapani Holmes

Reeta Kapani Holmes is a financial advisor with The Silverfern Group, Inc. based in Greenwich, Connecticut. Reeta has been in the securities industry since 2004. Reeta holds Series 7, Series 79, Series 99TO, and SIE licenses. Reeta is registered with FINRA and is also registered in 15 states.

Firm Information

Reeta Holmes is currently registered with THE Silverfern Group, Inc.. THE Silverfern Group, Inc. is a Corporation that was formed on December 14, 2001. They are registered in 15 states, including California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington. They are also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

5

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Reeta Holmes’s Registration & Firm History

CT

05/24/2004 - Present

THE Silverfern Group, Inc. (Greenwich CT)

Not sure if Reeta Kapani Holmes is right for you?

Licenses & Designations

BC

Issued 11/18/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 05/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reeta Kapani Holmes.
Not sure if Reeta Kapani Holmes is right for you?