Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Reid Holley is a financial advisor at Raymond James Financial Services Advisors, Inc., with over 17 years of experience in the industry. Steven has a Series 66 license and has held registrations in several states. Steven's previous experience includes positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven is currently registered with Raymond James Financial Services Advisors, Inc. and provides financial services to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
12/01/2011 - Present
Raymond James Financial Services Advisors, Inc. (MOBILE AL)
AL
06/01/2009 - 12/22/2010
MORGAN STANLEY SMITH BARNEY (TUSCALOOSA AL)
AL
06/09/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TUSCALOOSA AL)
AL
04/10/2006 - 04/26/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUSCALOOSA AL)
BOTH
Issued 04/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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