Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Hayden Tuck is an investment advisor representative at D.a. Davidson & Co. Holly has been working in the financial services industry since May 12, 1997. Before joining D.a. Davidson & Co., Holly worked at Truist Investment Services, Inc. and BB&T Securities, LLC. Holly holds the Series 7, Series 10, Series 9, Series 63, and Series 65 licenses. Holly is registered to provide investment advice in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin. Holly has a special interest in providing financial advice to individuals, businesses, corporations, and other entities, including charitable organizations, pension plans, and state or municipal government entities. Holly is also a notary public.
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.
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.
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VA
09/22/2021 - Present
D.a. Davidson & Co. (Bedford VA)
VA
02/17/2021 - 09/28/2021
TRUIST INVESTMENT SERVICES, INC. (BEDFORD VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
06/23/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (BEDFORD VA)
VA
06/01/2009 - 07/08/2010
MORGAN STANLEY SMITH BARNEY (BEDFORD VA)
VA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEDFORD VA)
MD
05/13/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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