Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Frederick Holman is a financial advisor who is licensed with J.p. Morgan Securities LLC in Lexington, Kentucky. Robert has been in the financial services industry since 2006. He is licensed to sell a variety of financial products, including securities, investment company products, and variable contracts. Robert has passed the Series 6 and SIE exams, as well as the Uniform Securities Agent State Law Examination. Robert has been registered with the state of Kentucky since 2015. He previously worked at FIFTH THIRD SECURITIES, INC. Robert specializes in helping clients with their retirement planning, investment management, and financial planning needs.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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KY
01/20/2015 - Present
J.p. Morgan Securities LLC (LEXINGTON KY)
KY
04/13/2006 - 03/23/2009
FIFTH THIRD SECURITIES, INC. (LEXINGTON KY)
BC
Issued 02/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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