Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roderick? Claim Your ProfileRoderick Ralph Holden is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Blaine, Washington. Roderick has been working in the financial services industry since January 22, 2009. Roderick is licensed in California, Texas, and Washington. Roderick has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Roderick holds Series 66, SIE and Series 7 licenses. Roderick has a history of working with Cambridge Investment Research, Inc. in Laguna Niguel, California.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WA
01/26/2023 - Present
Cambridge Investment Research Advisors, Inc. (Blaine WA)
CA
01/22/2009 - 12/31/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Laguna Niguel CA)
BOTH
Issued 04/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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