Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Vest is a registered representative of Ally Invest Advisors, with over 7 years of experience in the financial services industry. Holly's professional experience spans across several firms, including Raymond James & Associates, Inc., RBC Capital Markets, LLC, and Ally Invest Advisors. Holly holds the Series 66, Series 7, and SIE licenses. Holly is currently registered with the state of North Carolina as an investment advisor representative, providing financial planning and portfolio management services for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
03/06/2024 - Present
Ally Invest Advisors (Wilmington NC)
NC
07/01/2021 - 02/24/2023
RAYMOND JAMES & ASSOCIATES, INC. (Wilmington NC)
NC
02/13/2018 - 07/18/2019
RBC CAPITAL MARKETS, LLC (WILMINGTON NC)
NC
04/21/2016 - 10/20/2017
RAYMOND JAMES & ASSOCIATES, INC. (CHAPEL HILL NC)
BOTH
Issued 04/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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