Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Foster is a financial advisor currently working for Morgan Stanley. Holly has been in the industry since February 2008. Holly has a wide range of experience in the industry, having previously worked for RBC Capital Markets, LLC and ING Financial Partners, Inc. Holly has a strong track record of success, having successfully passed the Series 6, 7, 63, and 65 exams. Holly has also been registered in 37 states and is currently licensed as a registered representative in both Oregon and Texas. Holly specializes in providing a variety of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
OR
02/18/2022 - Present
Morgan Stanley (EUGENE OR)
OR
08/27/2012 - 03/02/2022
RBC CAPITAL MARKETS, LLC (EUGENE OR)
OR
02/29/2008 - 08/27/2012
ING FINANCIAL PARTNERS, INC. (EUGENE OR)
IA
Issued 04/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2008
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
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