John Holding Email & Phone Number
Vice President @ Southern Bank and Trust Company
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John Holding Location
- Raleigh, NC, US
John Holding Work
- Financial Advisor @ (April 2025 - Present)
- Vice President @ (April 2025 - Present)
- Financial Advisor @ (May 2022 - April 2025)
- Investment Advisor Representative @ (April 2014 - May 2022)
- Principal Securities Registered Representative @ (April 2014 - May 2022)
- Financial Consultant @ (September 2010 - March 2013)
- FSR @ (January 2007 - January 2010)
John Holding Education
- North Carolina State University
Bachelor of Science (B.S.) (Business Finance)
2002-2006 - Needham Broughton High School
John Holding Skills
- Whole Life Insurance
- Term Life Insurance
- Universal Life
- Buy-sell Agreements
- Key Person Insurance
- Variable Annuities
- Fixed Annuities
- 401k
- Traditional IRA
- Roth IRA
- Estate Planning
- Disability Insurance
- Mutual Funds
- Long Term Care Insurance
- Survivor Income
- Series 6
- Series 63
- College Funding Strategies
- Deferred Compensation
John Holding Summary
- John Holding, based in Raleigh, NC, US, is currently a Vice President at Southern Bank and Trust Company. John Holding brings experience from previous roles at Osaic Institutions, SECU and Principal Financial Group. John Holding holds a 2002 - 2006 Bachelor of Science (B.S.) in Business Finance @ North Carolina State University. With a robust skill set that includes Whole Life Insurance, Term Life Insurance, Universal Life, Buy-sell Agreements, Key Person Insurance and more. John Holding has 2 emails and 1 mobile phone numbers on RocketReach.
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