Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Kay Anderson is a financial advisor with over 20 years of experience in the industry. Holly is currently registered with J.P. Morgan Securities LLC and holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Holly has previously worked with Chase Investment Services Corp., Umpqua Investments, Inc., Linsco/Private Ledger Corp., and U.S. Bancorp Investments, Inc. Holly is active in multiple states and provides financial advice to individual investors, businesses, and retirement plans. Holly also operates an Airbnb business on her property.
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
OR
07/10/2017 - Present
J.p. Morgan Securities LLC (SPRINGFIELD OR)
OR
01/31/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SPRINGFIELD OR)
OR
02/09/2000 - 04/15/2010
UMPQUA INVESTMENTS, INC. (ROSEBURG OR)
SC
10/15/1998 - 02/17/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
09/03/1997 - 09/17/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
10/07/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
BOTH
Issued 05/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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