Holly Day Kelley
Professional Summary
Holly Day Kelley, who also goes by Holly Day Swartz, Holly D Kelley, is a registered financial advisor currently at HPS SOLUTIONS LLC located in Lakeland, Florida. Holly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Holly has worked at 3 firms and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Holly Day Swartz, Holly D Kelley
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
HPS SOLUTIONS LLC
Contact Information
Main Address
1905 S Florida Ave, Lakeland, FL 33803Phone Number
(863) 682-5151# of Employees
2Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Holly Day Kelley's CRS (Customer Relationship Summary).
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