Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Stallworth is a financial advisor with Raymond James Financial Services Advisors, Inc. Holly has been in the financial services industry since 2000 and has experience in providing investment advice to a wide range of clients, including individuals, families, businesses, and retirement plans. Holly is also a Certified Financial Planner.
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
VA
01/12/2010 - Present
Raymond James Financial Services Advisors, Inc. (Glenn Allen VA)
VA
08/16/2005 - 01/12/2010
PRIMEVEST FINANCIAL SERVICES, INC. (RICHMOND VA)
TX
02/18/2004 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MO
10/05/2000 - 06/30/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 03/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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