Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Faith? Claim Your ProfileFaith Holcombe is a financial advisor with over 7 years of experience in the industry. Faith is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked at MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Faith has a strong background in financial planning, portfolio management, and pension consulting. Faith holds the Series 7, Series 66, and SIE licenses. Faith is also a licensed insurance agent in Georgia. Faith is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
11/02/2023 - Present
Raymond James Financial Services Advisors, Inc. (Leesburg GA)
GA
05/05/2017 - 10/24/2023
MORGAN STANLEY (Albany GA)
GA
10/11/2016 - 05/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY GA)
BOTH
Issued 11/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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