First Citizens Bank

2 Wealth Associates in Roanoke

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Steven J. Holt Locations

  • Steven J. Holt
    Financial Consultant II, AVP
    Mobile Phone
    phone
    (540) 537-1812
    (540) 537-1812
    3862 Electric Road
    Roanoke, VA 24018
    US
    Contact Me
    Areas Served
    South Western Virginia
    Focus Areas
    Asset Allocation
    Financial Planning
    Insurance Planning
    Education & Certifications
    Roanoke College, BS Biology
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam Life Insurance License Long Term Care Insurance License
  • Paige Barham
    Financial Consultant I
    3862 Electric Road
    Roanoke, VA 24018
    US
    Contact Me
    Areas Served
    Botetourt
    Roanoke
    Vinton
    Focus Areas
    Financial Planning
    Insurance Planning
    Retirement Planning
    Licenses & Registrations
    FINRA Series 7 - General Securities Representative Exam FINRA Series 63 - Uniform Securities Agent State Law Exam FINRA Series 65 - Uniform Investment Adviser Law Exam Life Insurance License
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