Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holli? Claim Your ProfileHolli Luan Taylor is an Investment Advisor Representative with Cetera Investment Advisers LLC. Holli has been working in the financial industry since 2001. Holli is licensed to provide advisory services in Oklahoma and Texas. Holli is also registered to provide Broker-Dealer services in Oklahoma, Alabama, Arkansas, California, Delaware, Illinois, Missouri, North Carolina, Oregon, Pennsylvania, Texas, Utah, and Washington. Holli specializes in financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (TULSA OK)
OK
02/04/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (OWASSO OK)
MN
11/19/2001 - 08/26/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 1/9/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/1/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/2/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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