Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Bare is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Fresno, CA. Holly has been in the financial services industry since June 27, 2006. Holly is licensed in multiple states and has a variety of professional designations. She is a member of the Sunnyside Country Club Finance Committee and is also an Independent Contractor for Stanton & Castleton, Inc. Holly offers a range of financial services to her clients, including financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Holly is dedicated to providing her clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
07/07/2017 - Present
Raymond James Financial Services Advisors, Inc. (FRESNO CA)
CA
06/27/2006 - 07/18/2017
LPL FINANCIAL LLC (FRESNO CA)
BOTH
Issued 07/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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