Chris Holmes
- Role
- Bro2adv Consulting
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Chris Holmes
With over 20 years’ experience working with Broker-Dealers and Investment Advisers, I…
Experience
Present
Education
College for Financial Planning
Financial Paraplanner Qualified Professional℠, Financial Planning and Services
Skills
- Corporate Communications
- Securities
- Investment Advisory
- Mutual Funds
- Risk Management
- Report Writing
- Series 66 - Nasaa Uniform Combined State Law
- Series 3 - National Commodities Futures
- Series 7 - General Securities Representative
- Problem Solving
- Marketingpro
- Project Management
- Microsoft Office
- Series 24 - General Securities Principal
- Relationship Building
- Equities
- Complinet Policy Manager
- Investments
- Emerald Connect Web Site Administration & Automark
- Series 87 - Research Analyst Regulations
- Proofreading
- Series 30 - Nfa Branch Manager
- Financial Services
- Management
- Risk Assessment
- Broker-Dealer Compliance
- Microsoft Word
- Equity Research
- Microsoft Excel
- Editing
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.