Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Marie brice Leonard is a financial advisor with over 30 years of experience in the financial services industry. Holly has been with D.a. Davidson & Co. since 2016. Previously, Holly was a registered representative for Scottrade, Inc. and Ameritrade Northwest, Inc., and also worked for Freeman Welwood & Co., Inc. Holly is a Series 7, 24, and 63 licensed financial advisor. Holly is dedicated to providing personalized financial advice to her clients. Holly is a dedicated financial advisor who helps her clients 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.
A percentage of the total value of assets under management is charged.
1
2
OR
06/13/2016 - Present
D.a. Davidson & Co. (LAKE OSWEGO OR)
OR
03/17/2005 - 09/18/2015
SCOTTRADE, INC. (PORTLAND OR)
OR
01/31/1990 - 06/08/2004
AMERITRADE NORTHWEST, INC. (PORTLAND OR)
WA
01/25/1984 - 02/10/1988
FREEMAN WELWOOD & CO., INC. (SEATTLE WA)
BC
Issued 03/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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