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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 Murphy-Barstow is a financial advisor at Commonwealth Financial Network, with over 35 years of experience in the industry. Holly has a strong track record of working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Holly is dedicated to providing personalized financial advice and services to help her clients achieve their financial goals. Prior to joining Commonwealth Financial Network, Holly held positions at Securities America, Inc., Wells Fargo Brokerage Services, L.L.C., Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Smith Barney Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NE
04/19/2011 - Present
Commonwealth Financial Network (OMAHA NE)
NE
03/01/2002 - 04/18/2011
SECURITIES AMERICA, INC. (OMAHA NE)
MN
12/13/2000 - 03/06/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 03/06/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/09/1999 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
06/23/1997 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NY
07/31/1993 - 07/02/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
03/17/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/03/1985 - 03/29/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 05/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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