Unclaimed
Druery Thorn Holloway is a financial advisor in IRVINE, CA, registered with Voya Financial Advisors, Inc.. Druery has been in the industry since March 2012 and has a history of working with clients including high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Druery specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/29/2024 - Present
Voya Financial Advisors, Inc. (IRVINE CA)
NJ
02/06/2013 - 07/02/2014
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NC
03/28/2012 - 02/05/2013
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 07/25/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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