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Holly Jessica Glass

Truist Investment Services, Inc.

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About Holly Jessica Glass

Holly Glass is a financial professional with over 14 years of experience in the financial services industry. Holly has a strong background in securities trading, municipal finance, and wealth management. Holly currently works at Truist Investment Services, Inc. Previously, Holly was employed at KCG Americas LLC, Raymond James & Associates, Inc., and Morgan Keegan & Company, Inc. Holly holds licenses for Series 7, 24, 52TO, 53, 55, 57TO, and 66, and holds a SIE designation. Holly is registered in Georgia and New York.

Firm Information

Holly Glass is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Holly Glass’s Registration & Firm History

NC

12/12/2016 - Present

Truist Investment Services, Inc. (CHARLOTTE NC)

GA

04/14/2014 - 09/02/2016

KCG AMERICAS LLC (ATLANTA GA)

GA

02/13/2013 - 04/03/2014

RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)

GA

12/03/2008 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 09/29/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/23/2015

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2011

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Holly Jessica Glass.
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