Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Nicole Myers is a financial advisor with UBS Financial Services Inc. Holly has been in the industry since 2014 and holds the Series 66, Series 7, Series 10 and Series 9 licenses. Holly has worked for a number of firms over the years, including Raymond James & Associates, Inc. and Morgan Stanley. Holly specializes in a wide range of investment services including portfolio management for individuals and businesses, financial planning and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TN
02/13/2018 - Present
UBS Financial Services Inc. (NASHVILLE TN)
TN
09/07/2016 - 02/01/2018
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
NY
04/08/2015 - 08/30/2016
UBS SECURITIES LLC (NEW YORK NY)
NJ
04/07/2015 - 08/30/2016
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TN
01/05/2015 - 02/12/2015
MORGAN STANLEY (NASHVILLE TN)
CO
07/28/2014 - 12/23/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 09/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Holly Myers is the right advisor for you? Invested Better is here to help.
