Holden Borrelli (CRD# 7131497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Batavia, NY and has over 3 years of experience in the finance industry.
CRD# 5842694
Edward Jones
CRD# 3064278
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 7010758
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Batavia, NY | Jun 2019 - Current | 4 |
| State University Of New York | Oswego, NY | Aug 2016 - Current | 7 |
| Suny Oswego | Oswego, NY | Aug 2016 - May 2020 | 3 |
| Aluminum Injection Molding | Leroy, NY | Nov 2016 - Nov 2017 | 1 |
| Unemployed | Leroy, NY | Sep 2015 - Oct 2016 | 1 |
| Leroy Village Green Nursing Home | Leroy, NY | May 2015 - Aug 2015 | < 1 |
| Unemployed | Leroy, NY | Jan 2000 - Apr 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- NY
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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