Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Danielle Butler is a financial advisor with Truist Advisory Services, Inc., based in Smyrna, TN. Holly has over 10 years of experience in the financial industry. Holly holds licenses for Series 6, 7, 63, and 65 exams. Holly specializes in portfolio management for individuals and businesses, financial planning and providing wrap fee product and financial profiling services. Holly also provides education seminars and publishes articles in various publications.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
TN
03/17/2020 - Present
Truist Advisory Services, Inc. (SMYRNA TN)
TN
03/29/2017 - 03/28/2018
SUNTRUST INVESTMENT SERVICES, INC. (FRANKLIN TN)
TN
11/16/2010 - 07/15/2015
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
IA
Issued 03/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Holly Butler is the right advisor for you? Invested Better is here to help.
