Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Burns is a financial advisor with over 15 years of experience in the industry. Holly currently works at Wells Fargo Advisors Financial Network, LLC in the Fort Worth, TX branch. Holly has been with the firm since 2011. Prior to that, Holly worked at WELLS FARGO ADVISORS, LLC in Fort Worth, TX. Holly is a Registered Representative and has been active in the industry since 2004. Holly is also a notary public in Texas. Holly specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses.
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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TX
09/09/2011 - Present
Wells Fargo Advisors Financial Network, LLC (FORT WORTH TX)
TX
01/01/2008 - 09/09/2011
WELLS FARGO ADVISORS, LLC (FORT WORTH TX)
TX
02/25/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT WORTH TX)
BOTH
Issued 04/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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