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 Ruff is an investment advisor representative with Alpha Omega Wealth Management, LLC in Richmond, Virginia. Holly has been in the industry since 1999 and holds the Series 7 and Series 66 securities licenses. Holly is a Chartered Financial Analyst and specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Holly is also a member of Green Acres of Cherry Grove LLC, a family farm.
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.
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.
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VA
11/02/2016 - Present
Alpha Omega Wealth Management, LLC (RICHMOND VA)
VA
10/27/1999 - 03/25/2003
E*TRADE GLOBAL ASSET MANAGEMENT, INC. (ARLINGTON VA)
BOTH
Issued 04/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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