Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Elizabeth Pace is a financial advisor with Raymond James Financial Services Advisors, Inc. Holly has been in the industry since 2001 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Holly is licensed to provide financial advice in 47 states. Holly specializes in a variety of financial services, including financial planning, portfolio management, and retirement planning. Holly is committed to providing her clients with personalized financial advice and services to help them reach their financial goals. Prior to joining Raymond James Financial Services Advisors, Inc., Holly was a financial advisor at Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Edward Jones.
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
TX
03/05/2009 - Present
Raymond James Financial Services Advisors, Inc. (Plano TX)
TX
01/01/2008 - 02/19/2009
WACHOVIA SECURITIES, LLC (NACOGDOCHES TX)
TX
08/22/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NACOGDOCHES TX)
TX
10/04/2001 - 08/18/2006
EDWARD JONES (LIVINGSTON TX)
CA
11/01/2000 - 02/21/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 12/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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