Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holli? Claim Your ProfileHolli Alexander is a financial professional with over 17 years of experience in the industry. Holli is currently a registered representative with Raymond James & Associates, Inc., in Saint Petersburg, Florida. Holli holds a variety of licenses and certifications, including Series 7, Series 24, Series 27, and Series 63. Prior to joining Raymond James, Holli worked for several other firms including Charles Schwab & Co., Inc., Citizens Securities, Inc., The Huntington Investment Company and Fifth Third Securities, Inc.. Holli provides a wide range of financial services to individuals, businesses, and institutions, including investment advice, financial planning, and retirement planning.
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.
Please see note in schedule d - miscellaneous
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
FL
11/11/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
OH
06/29/2015 - 11/26/2017
CHARLES SCHWAB & CO., INC. (CINCINNATI OH)
MA
03/11/2014 - 06/05/2015
CITIZENS SECURITIES, INC. (DEDHAM MA)
OH
09/13/2012 - 12/06/2013
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
04/19/2002 - 10/18/2010
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
AL
08/07/2001 - 04/15/2002
PROEQUITIES, INC. (BIRMINGHAM AL)
BC
Issued 07/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/26/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Holli Alexander is the right advisor for you? Invested Better is here to help.
