Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tucker? Claim Your ProfileTucker Ryan Holt is a financial advisor with AMJ Financial Wealth Management LLC. Tucker is a Certified Financial Planner® and is registered in the state of Virginia as an investment advisor representative. Tucker has been in the financial services industry since 2015 and has experience in financial planning, portfolio management, and pension consulting. Tucker has a strong commitment to providing personalized financial advice to his clients. His goal is to help his clients achieve their financial goals through a comprehensive and tailored approach.
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.
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.
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VA
04/26/2019 - Present
AMJ Financial Wealth Management LLC (LEESBURG VA)
VA
05/13/2019 - 08/23/2024
TRIAD ADVISORS LLC (LEESBURG VA)
VA
08/16/2017 - 04/24/2019
LPL FINANCIAL LLC (WARRENTON VA)
VA
10/24/2016 - 04/19/2017
SCOTTRADE, INC. (ARLINGTON VA)
VA
08/17/2015 - 08/02/2016
AMERITAS INVESTMENT CORP. (GAINESVILLE VA)
BOTH
Issued 01/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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