Ian Holder
Financial Advisor, Branch Office Manager, Managing Director @Cary Street Partners
Virginia Beach, VA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2022 — Present
Financial Advisor, Branch Office Manager, Managing Director @Cary Street Partners
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Virginia Beach, VA, US
EDUCATION
2003 — 2007
University of Virginia
BA
SKILLS
Asset AllocationEstate PlanningFinancial AnalysisInvestment StrategiesInvestmentsRetirement PlanningSeries 7Strategic Financial PlanningPortfolio ManagementSeries 63Microsoft OfficeMutual FundsWealth ManagementSecuritiesAlternative InvestmentsFinancial PlanningCustomer ServiceLeadership
ABOUT IAN HOLDER
Financial Advisor, Branch Office Manager, Managing Director
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