Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Billings Holland is a financial advisor with UBS Financial Services Inc. She has been in the industry since 1984 and is registered to provide financial advice in multiple states. Mary has a strong background in financial services, having worked for several other firms in addition to UBS. Her experience includes working with a variety of clients, including individuals, businesses, and institutions. She is committed to providing her clients with personalized financial advice and strategies to help them achieve their 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.
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.
See schedule d - miscellaneous
1
2
OH
08/11/2006 - Present
UBS Financial Services Inc. (WESTLAKE OH)
OH
07/27/1999 - 08/16/2006
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
MN
07/29/1998 - 04/12/1999
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
OH
07/25/1994 - 07/10/1998
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
04/05/1994 - 10/03/1994
NATIONAL CITY INVESTMENTS CORPORATION
OH
01/21/1992 - 03/18/1994
LANCASTER POLLARD & CO. (COLUMBUS OH)
OH
01/09/1989 - 09/09/1991
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NA
03/24/1980 - 04/05/1983
PRESCOTT, BALL & TURBEN, INC.
NA
10/03/1977 - 11/26/1979
BLYTH EASTMAN DILLON & CO. INCORPORATED
BOTH
Issued 02/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1981
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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