Unclaimed
Tacoda Holder is a financial professional with experience in the industry. Tacoda has been registered with FINRA since 2020 and is currently registered with Icapital Markets LLC. Tacoda previously worked with Simon Markets LLC and Morgan Stanley. Tacoda holds the Series 7, Series 63 and SIE licenses.
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.
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.
1
2
NY
11/30/2023 - Present
Icapital Markets LLC (NEW YORK NY)
AL
06/11/2021 - 11/30/2023
SIMON MARKETS LLC (Birmingham AL)
AL
02/14/2020 - 06/18/2021
MORGAN STANLEY (BIRMINGHAM AL)
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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