Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Hinton Bracknell has been in the financial services industry since 1990 and is currently registered with Wells Fargo Clearing Services, LLC. Holly holds Series 7, 9, 10, 63 and 65 licenses, as well as the SIE exam and is a Certified Financial Planner. Holly is a Registered Representative and Investment Advisor Representative for Wells Fargo Advisors. Holly has experience working with individuals, families, trusts, businesses, and charitable organizations. She specializes in helping clients develop financial plans, manage investments, and plan for retirement. Holly is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
SC
11/23/2010 - Present
Wells Fargo Clearing Services, LLC (GREENWOOD SC)
NC
05/09/1995 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
04/24/1990 - 05/11/1995
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 08/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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