Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Sharp is a financial advisor at Wealthcare Capital Management LLC. Holly has been in the industry since 2004 and has been registered with the state of Virginia since 2019. Holly has a Series 7 and Series 66 license and is also registered as an Investment Advisor Representative (IAR). Prior to joining Wealthcare Capital Management LLC, Holly was a financial advisor at Capitol Securities Management, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Holly provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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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VA
04/08/2019 - Present
Wealthcare Capital Management LLC (RICHMOND VA)
VA
03/12/2009 - 04/09/2019
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
07/03/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
03/30/2004 - 05/20/2008
FIRST CLEARING, LLC (RICHMOND VA)
BOTH
Issued 08/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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