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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Kristen Jeppesen is a financial advisor with UBS Financial Services Inc. in Merced, California. Holly has over 10 years of experience in the financial services industry and has been registered with the state of California since 2016. Holly holds Series 6 and Series 63 licenses as well as the SIE exam. Holly's specialties include investments, insurance, and financial planning. Holly works with a wide range of clients, including individuals, families, businesses, and charitable organizations. Holly is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
CA
08/08/2016 - Present
UBS Financial Services Inc. (MERCED CA)
CA
10/01/2012 - 10/07/2015
J.P. MORGAN SECURITIES LLC (MERCED CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OAKDALE CA)
CA
04/13/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (MODESTO CA)
BC
Issued 05/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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