Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Boucher is a financial advisor at Raymond James & Associates, Inc. Holly has been working in the financial services industry for over 20 years. Holly holds the Series 7, Series 63, and Series 65 licenses, and has a Certified Financial Planner designation. Holly is registered in Nebraska and Texas. Holly's previous experience includes working at RBC Capital Markets, LLC, Financial Network Investment Corporation, Edward Jones, and Kirkpatrick, Pettis, Smith, Polian Inc. Holly is dedicated to helping 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.
Please see note in schedule d - miscellaneous
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.
1
2
NE
09/30/2015 - Present
Raymond James & Associates, Inc. (LINCOLN NE)
NE
09/24/2004 - 07/16/2015
RBC CAPITAL MARKETS, LLC (LINCOLN NE)
CA
05/03/2004 - 10/06/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MO
03/12/2003 - 05/04/2004
EDWARD JONES (ST. LOUIS MO)
NE
12/16/1993 - 06/28/1995
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
BC
Issued 03/13/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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