Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gaylord Holley is an Investment Advisor Representative with Cerity Partners LLC. Scott has been in the financial services industry since 1976. Scott has worked for LPL Financial LLC, MML Investors Services, Inc., New England Securities Corporation, Jefferson-Pilot Equity Sales, Inc., E.I. Sales, Inc., and NEL Equity Services Corporation. Scott holds the Series 63, SIE, Series 7, and Series 1 licenses. Scott specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and selection of other advisors. Scott's clients include high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
10/01/2024 - Present
Cerity Partners LLC (NEW YORK NY)
IN
11/02/2000 - 05/29/2018
LPL FINANCIAL LLC (INDIANAPOLIS IN)
MA
01/27/1988 - 11/13/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
02/04/1984 - 12/21/1987
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
NA
08/08/1980 - 04/25/1983
JEFFERSON-PILOT EQUITY SALES, INC.
NA
04/09/1979 - 08/01/1980
E.I. SALES, INC.
NA
08/04/1976 - 03/12/1979
NEL EQUITY SERVICES CORPORATION
BC
Issued 01/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1976
Series 1 - Registered Representative Examination
Active
Inactive
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