Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Barthelmas is a registered representative with J.P. Morgan Securities LLC, and has over 18 years of experience in the financial services industry. Holly is a dedicated financial professional, committed to helping clients achieve their financial goals. Holly is registered in 52 states for brokerage services and 2 states for investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
04/01/2019 - Present
J.p. Morgan Securities LLC (Columbus OH)
OH
08/24/2011 - 03/25/2019
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
03/05/2009 - 08/26/2011
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
04/02/2007 - 03/09/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)
NY
06/01/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/25/2005 - 05/26/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/28/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2007
Series 3 - National Commodity Futures Examination
BC
Issued 03/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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