Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Ann Zemba is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 19 years of experience in the industry. Prior to joining Stifel, Nicolaus & Company, Inc., Holly Ann Zemba has held positions at WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY, MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, and UBS FINANCIAL SERVICES INC.. Holly Ann Zemba is licensed to provide financial advice in 35 states and holds licenses to provide services in securities (Series 7, Series 63, and SIE).
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.
1
2
PA
04/23/2024 - Present
Stifel, Nicolaus & Company, Inc. (GREENSBURG PA)
PA
04/10/2015 - 12/22/2022
WELLS FARGO CLEARING SERVICES, LLC (GREENSBURG PA)
PA
04/07/2014 - 04/22/2015
MORGAN STANLEY (GREENSBURG PA)
PA
06/01/2009 - 04/24/2012
MORGAN STANLEY SMITH BARNEY (GREENSBURG PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENSBURG PA)
PA
02/16/2007 - 04/02/2007
MORGAN STANLEY DW INC. (GREENSBURG PA)
PA
12/10/2001 - 03/07/2007
UBS FINANCIAL SERVICES INC. (GREENSBURG PA)
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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