Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Hollar is a financial advisor at Fidelity Personal And Workplace Advisors in Charlotte, NC. Holly has been in the industry since 2007. Holly is a Certified Financial Planner® professional and offers financial planning services to individuals, businesses, and corporations. Holly is registered with FINRA as a registered representative and is also a state-registered investment advisor. Holly is committed to helping clients achieve their financial goals through a personalized approach.
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.
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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2
NC
12/04/2018 - Present
Fidelity Personal AND Workplace Advisors (Charlotte NC)
TN
08/03/2007 - 01/05/2018
FIDELITY BROKERAGE SERVICES LLC (FRANKLIN TN)
BOTH
Issued 03/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/27/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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