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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Ann Gruba is an investment advisor representative with Osaic Wealth, Inc. Holly Ann has been in the financial services industry since 2014. Holly Ann is registered with FINRA and the state of North Dakota. Holly Ann specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Holly Ann is committed to providing her clients with personalized financial advice to help them 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.
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
ND
06/14/2024 - Present
Osaic Wealth, Inc. (FARGO ND)
ND
10/29/2015 - 06/14/2024
SECURITIES AMERICA, INC. (FARGO ND)
ND
02/04/2015 - 05/26/2015
CETERA ADVISOR NETWORKS LLC (MAYVILLE ND)
ND
09/25/2014 - 02/06/2015
SECURITIES AMERICA, INC. (CASSELTON ND)
IA
Issued 04/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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