Holly RemsingCRD 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.
Fidelity Personal And Workplace Advisors
Cambridge Investment Research Advisors, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management374,305MILLIONS
Total Number of Accounts1,619,519ACCOUNTS
Average Account Value$231,121
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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