Holly MayerCRD Number: 3058937
Current Firm: Janney Montgomery Scott LLC
Holly Mayer (CRD# 3058937) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in York, PA and has over 18 years of experience in the finance industry. Holly Mayer 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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Msi Financial Services, Inc.
|Janney Montgomery Scott LLC||York, PA||Feb 2009 - Current||8|
|Citigroup Global Markets Inc.||York, PA||Feb 2006 - Feb 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 1998|
Total Assets Under Management19,593MILLIONS
Total Number of Accounts60,602ACCOUNTS
Average Account Value$323,312
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV