Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Lange is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC, with over 20 years of experience in the industry. Holly is a Series 66, Series 7, Series 9, Series 10, Series 31, and SIE licensed professional. Holly has held previous roles at Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Morgan Keegan & Company, Inc., PFIC Securities Corporation, and Morgan Stanley DW Inc.. Holly's current registrations include Series 66, Series 7 in Missouri and Series 66 in Texas.
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.
Investment consulting services to institutional clients
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
MO
02/07/2013 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
01/08/2009 - 02/01/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
05/10/2005 - 01/10/2009
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
TN
07/28/2004 - 04/01/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
08/20/2003 - 08/04/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
09/27/2002 - 07/28/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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