Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Stiles Holland is a financial advisor with Wells Fargo Clearing Services, LLC. Jenny has been in the industry since 1993. Jenny has a Series 6, Series 7, Series 63 and Series 65 license and is also a Certified Financial Planner. In addition to Jenny's work with Wells Fargo Clearing Services, LLC, Jenny is also a trustee for Uncle's Flower Trust. Jenny previously worked at UBS Financial Services Inc. and Morgan Stanley Smith Barney.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
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2
NC
11/25/2019 - Present
Wells Fargo Clearing Services, LLC (WAYNESVILLE NC)
NC
10/19/2011 - 12/04/2019
UBS FINANCIAL SERVICES INC. (ASHEVILLE NC)
NC
06/01/2009 - 10/25/2011
MORGAN STANLEY SMITH BARNEY (ASHEVILLE NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ASHEVILLE NC)
NC
10/22/2004 - 04/02/2007
MORGAN STANLEY DW INC. (ASHEVILLE NC)
IN
10/01/1997 - 10/25/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
06/04/1993 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 10/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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