linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelly Renard Holloway

Siebert Williams Shank & CO., LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelly? Claim Your Profile

About Kelly Renard Holloway

Kelly Holloway is an active broker with Siebert Williams Shank & CO., LLC and has been in the industry since October 16, 1990. Kelly is registered in 20 states. Kelly holds FINRA Series 7, 24, 63 and SIE licenses. Previously, Kelly worked at The Williams Capital Group, L.P., Castleoak Securities, LP, Oppenheimer & Co. Inc., Jefferies & Company, Inc., Vining Sparks, Lehman Brothers Inc., Bear, Stearns & Co. Inc., Schaefer Securities, Inc., U.S. Associates, Inc., Investment Management & Research, Inc and Bryan, Worley & Co., Inc.

Firm Information

Kelly Holloway is currently registered with Siebert Williams Shank & CO., LLC. Siebert Williams Shank & CO., LLC is a Limited Liability Company that was formed in March 1997. The firm is registered in all 50 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelly Holloway’s Registration & Firm History

FL

11/05/2019 - Present

Siebert Williams Shank & CO., LLC (West Palm Beach FL)

NY

04/02/2013 - 11/05/2019

THE WILLIAMS CAPITAL GROUP, L.P. (NEW YORK NY)

NY

01/03/2011 - 03/21/2013

CASTLEOAK SECURITIES, LP (NEW YORK NY)

NY

04/28/2010 - 12/21/2010

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

09/02/2008 - 04/30/2010

JEFFERIES & COMPANY, INC. (NEW YORK NY)

CT

01/19/1999 - 09/12/2008

VINING SPARKS (STAMFORD CT)

NY

11/06/1991 - 02/18/1997

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

07/24/1989 - 11/13/1990

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NA

02/06/1989 - 04/03/1989

SCHAEFER SECURITIES, INC.

NA

02/26/1987 - 05/17/1988

U.S. ASSOCIATES, INC.

NA

11/10/1986 - 03/23/1987

INVESTMENT MANAGEMENT & RESEARCH, INC

NA

10/24/1986 - 11/17/1986

BRYAN, WORLEY & CO., INC.

Not sure if Kelly Renard Holloway is right for you?

Licenses & Designations

BC

Issued 01/25/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Renard Holloway.
Not sure if Kelly Renard Holloway is right for you?