Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Chandler is a financial advisor at Edward Jones. Holly has been in the financial industry since 2003 and has worked at several firms, including Raymond James Financial Services, Inc. and Intersecurities, Inc. Holly is registered with FINRA and has a Series 7, Series 6, Series 63 and Series 66 license. Holly is also a Certified Financial Planner. Holly specializes in providing financial advice to individuals, families, and businesses. Holly has a strong track record of helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CO
12/24/2018 - Present
Edward Jones (Louisville CO)
FL
09/16/2003 - 12/12/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORT CHARLOTTE FL)
FL
10/14/1998 - 12/31/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 02/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Holly Chandler is the right advisor for you? Invested Better is here to help.
