Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Michelle Kiper is a registered investment advisor representative with SPC. Holly has been in the financial services industry since 1996. Holly has been registered with SPC since 2005. Previously, Holly worked at Morgan Keegan & Company, Inc., Dean Witter Reynolds Inc., and J.J.B. Hilliard, W.L. Lyons, Inc. Holly is licensed to provide investment advice in Indiana and Kentucky. Holly holds Series 7, 31, 63, and 65 licenses. Holly is a financial planner and provides portfolio management services to individuals and businesses. Holly also provides consultation services and educational seminars. Holly is a Girl Scout leader.
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.
Consultation services
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.
Seminar attendance fees
1
2
KY
01/18/2005 - Present
SPC (Louisville KY)
TN
06/21/2000 - 08/05/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
06/05/1997 - 07/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
KY
08/29/1996 - 05/30/1997
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 06/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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