Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Christine Jensen is a financial advisor with over 30 years of experience in the financial services industry. Holly is registered with Prospera Financial Services, Inc. and is licensed in 18 states. Holly has a strong background in providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Holly holds the Series 7, Series 63, Series 65, and Series 99TO licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
OH
02/27/2017 - Present
Prospera Financial Services, Inc. (Maumee OH)
OH
12/09/2011 - 03/02/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MAUMEE OH)
OH
06/01/2009 - 12/22/2011
MORGAN STANLEY SMITH BARNEY (TOLEDO OH)
OH
12/13/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOLEDO OH)
NY
02/27/1992 - 12/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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