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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 Marie Gee is a financial advisor with over 40 years of experience in the financial industry. Currently, Holly is a registered representative with Morgan Stanley and has been with the firm since 2009. Holly has been licensed to provide financial services in 47 states. Prior to joining Morgan Stanley, Holly worked for a number of other firms, including Citigroup Global Markets Inc., Lehman Brothers Inc., E.F. Hutton & Company Inc., Drexel Burnham Lambert Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Holly holds Series 63, 66, and 7 licenses and the SIE exam, indicating expertise in securities offerings and investment strategies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
08/24/2011 - Present
Morgan Stanley (Farmington Hills MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/27/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
12/19/1985 - 01/21/1986
DREXEL BURNHAM LAMBERT INCORPORATED
NA
02/23/1984 - 12/18/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 06/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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