Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Lawrence is a registered investment advisor with Wells Fargo Clearing Services, LLC. Holly has been in the industry since 2009 and holds licenses in 50 states. Holly has worked previously with Capital Investment Group, Inc. and Wells Fargo Advisors, LLC. Holly's areas of specialization include investment advisory services, financial planning, pension consulting, and selection of other advisers.
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.
Investment consulting services to institutional clients
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.
1
2
CO
05/15/2018 - Present
Wells Fargo Clearing Services, LLC (COLORADO SPRINGS CO)
NC
07/23/2012 - 04/08/2013
CAPITAL INVESTMENT GROUP, INC. (WILMINGTON NC)
NC
01/19/2009 - 06/05/2012
WELLS FARGO ADVISORS, LLC (GREENVILLE NC)
IA
Issued 04/04/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/28/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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