Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Blanchette is a financial advisor with Edward Jones. Holly has been in the financial services industry since 2013. She holds the Series 7, 63 and 66 licenses, as well as the SIE exam certification. Holly is registered to provide investment advice and securities brokerage services in 26 states, including Arizona, California, and Washington. Holly has a strong background in financial planning, portfolio management, and pension consulting. Prior to joining Edward Jones, Holly worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WA
11/20/2023 - Present
Edward Jones (Camas WA)
NV
02/11/2023 - 09/08/2023
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
BOTH
Issued 11/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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