Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Holly has been in the financial services industry since September 1987. John is currently registered as a Registered Representative and Investment Advisor Representative with Kestra Investment Services LLC and Kestra Advisory Services, LLC. John is a series 7 and 63 registered representative, and also holds series 24 and 65 licenses. Previously John was employed by National Securities Corporation, Summit Brokerage Services, Inc., Wachovia Securities Financial Network, Inc., JWGenesis Securities, Inc., D. Blech & Company, Incorporated, Thomas James Associates, Inc., and J. W. Gant & Associates, Inc.
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.
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.
1
2
FL
10/01/2024 - Present
Kestra Advisory Services, LLC (Boca Raton FL)
FL
01/26/2004 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
02/03/2003 - 02/19/2004
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MO
01/02/2001 - 02/18/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
10/10/1994 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
NY
03/22/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NY
07/15/1992 - 03/15/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
09/24/1987 - 07/13/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 05/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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