Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Framsted is a financial advisor with Capital Client Group, Inc. Holly is a licensed advisor in 53 states and the District of Columbia. Holly Framsted has been in the financial services industry since January 5, 2008 and has experience working for Blackrock Investments, LLC and Blackrock Execution Services. Holly holds Series 7, Series 24, and Series 63 licenses. She is also a Chartered Financial Analyst.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
05/04/2021 - Present
Capital Client Group, Inc. (Los Angeles CA)
CA
09/28/2012 - 01/11/2021
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
10/15/2007 - 11/06/2012
BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)
BC
Issued 11/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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