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HO

Holly A. Oren

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CRD#: 1472836
HO

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Holly Ann Oren, who also goes by Holly Ann Nelson, Holly Nelson, Holly Ann Noori, was a registered financial professional .

Holly is a previously registered financial professional and started their career in finance in 1988. Holly had worked at 11 firms and has passed the Series 66, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Holly Ann Nelson | Holly Nelson | Holly Ann Noori

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 26, 2012 - June 11, 2013

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
RALEIGH, NC
Past

January 26, 2011 - February 6, 2012

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
OKLAHOMA CITY, OK
Past

September 4, 2007 - July 28, 2009

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
ATLANTA, GA
Past

June 21, 2005 - July 13, 2007

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
ATLANTA, GA
Past

August 18, 2004 - July 13, 2007

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
ATLANTA, GA
Past

April 3, 2003 - August 17, 2004

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

April 3, 2003 - August 17, 2004

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

March 13, 2003 - August 17, 2004

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
ATLANTA, GA
Past

March 13, 2003 - August 17, 2004

TRUIST SECURITIES, INC.

RIA
CRD#: 6271
ATLANTA, GA
Past

January 23, 2001 - December 12, 2001

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

May 14, 1996 - December 12, 2001

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

June 7, 1994 - April 24, 1996

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA
Past

June 13, 1991 - August 2, 1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

June 13, 1991 - August 2, 1994

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

September 16, 1988 - September 5, 1989

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

September 13, 1988 - June 24, 1991

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/23/2001
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SI
SIGNATOR INVESTORS, INC.
JOHN HANCOCK DISTRIBUTORS, INC. | SIGNATOR INVESTORS, INC.

CRD#: 468 / SEC#: 801-56298, 8-13995

BD
Terminated by SEC on 01/29/2019
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Contact information


Main Address
200 Berkeley Street 3rd Floor, Boston, MA 02116
Mailing Address
Phone number
Established
Delaware since 05/10/1968
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SIGNATOR INVESTORS WRAP PROGRAM BROCHURE (7/17/2018)

Direct owners and executive officers


NamePositionCRD#
JOHN HANCOCK FINANCIAL NETWORK, INC.PARENT COMPANY
ARMSTRONG, ABIGAIL MARIEVICE PRESIDENT, COUNSEL AND ASST SECRETARY1239945
CAPPUCCIO, PAUL ANTHONYASSISTANT VICE PRESIDENT2151678
COLLINS, BRIAN DOUGLASVICE PRESIDENT6445623
DORVAL, STEVEN FRANCISDIRECTOR4163630
HORACK, THOMAS JOSEPHVP & DIRECTOR861315
KARMAN, MITCHELL ANDREWDIRECTOR2837307
KWONG-LOI, YIUASSISTANT SECRETARY6639555
LANNIGAN, TRACY KANESECRETARY6944688
MARYANOPOLIS, CHRISTOPHERPRESIDENT & DIRECTOR3041077
REBMAN, JILL DENISEDIRECTOR6520386
RIGATTI, MATTHEW FORRESTDIRECTOR2461646
RISPOLI, FRANK JOSEPHCHIEF FINANCIAL OFFICER & TREASURER4364402
SCORPIO, CARON MARIEASSISTANT VICE PRESIDENT4275948
SPADAFORA, CRAIG ALANDIRECTOR3184320
TERRY, JOSEPH DEANCHIEF COMPLIANCE OFFICER & DIRECTOR4612910
TETA, ANTHONY MAURICEDIRECTOR4617856
TUCKER, BRIAN THOMASASSISTANT SECRETARY2285090
VACON, MELISSA MVICE PRESIDENT & DIRECTOR6189199
WALTERS, GINA GOLDYCHDIRECTOR5095838

Disclosures


Regulatory Event13
Arbitration12
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SIGNATOR INVESTORS, INC.

CRD#: 468

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