Holly Remsing, financial advisor Virginia Beach VA

Holly Remsing

CRD Number: 6509156
Current Firm: Ameriprise Financial Services, LLC

Holly Remsing (CRD# 6509156) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Virginia Beach, VA and has over 5 years of experience in the finance industry. Holly Remsing has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Virginia Beach, VA Nov 2019 - Current 2
Centaurus Financial Inc. Anaheim, CA Jan 2019 - Sep 2019 < 1
Raymond James Financial Services Advisors Inc. Williamsburg, VA Sep 2016 - Nov 2018 2
Raymond James Financial Services, Inc. Williamsburg, VA Apr 2016 - Nov 2018 2
Compass Wealth Strategies Williamsburg, VA Feb 2016 - Nov 2018 2
Financial Security Advisory Virginia Beach, VA May 2015 - Feb 2016 < 1
Virginia Tech Dining Services Blacksburg, VA Apr 2012 - Dec 2015 3
Virginia Tech Blacksburg, VA Aug 2011 - Dec 2015 4
Omega Wealth Management Arlington, VA May 2014 - Jul 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Holly L. Remsing
Phone Number: 612-671-3131
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    374,305
    MILLIONS
  • Total Number of Accounts
    1,619,519
    ACCOUNTS
  • Average Account Value
    $231,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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