Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly K. Berry is a registered representative of UBS Financial Services Inc. with over 7 years of experience in the financial services industry. Holly is licensed to provide investment advice and securities transactions in New Jersey, Pennsylvania and Florida. She is also a Registered Investment Advisor (RIA) in New Jersey and Pennsylvania. Holly holds the Series 66, Series 7, and SIE licenses and has a Bachelor of Arts from the University of Pennsylvania. Holly specializes in providing financial advice to individuals and families, as well as businesses. She is committed to helping her clients achieve their financial goals. UBS Financial Services Inc. offers a wide range of financial products and services to individuals, families, and businesses. The firm is headquartered in Weehawken, New Jersey, and has offices throughout the United States.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
10/14/2019 - Present
UBS Financial Services Inc. (MT. LAUREL NJ)
BOTH
Issued 10/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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