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Hollie O'shields

20 Years of Experience
Spartanburg, SC
Broker

Hollie O'shields is a registered investment advisor, based in Spartanburg, SC, with 20 years of industry experience.

Location

101 West St. John Street Suite 207, Spartanburg, SC, 29306

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Hollie owns rental real estate property and spends minimal time on upkeep and maintenance. She also works as an associate/employee for Jeter Hrubala Wealth Strategies, dedicating about half her time to assisting with clients and operational tasks.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2022 - Present · 3 yrs 5 mos
Raymond James Financial Services, INC.Broker
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Morgan Stanley
March 2012 - January 2023 · 10 yrs 10 mos
Morgan StanleyBroker
June 2009 - January 2023 · 13 yrs 7 mos
Citigroup Global Markets INC.Broker
January 2006 - June 2009 · 3 yrs 5 mos
State Registrations18 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Hollie O'shields - Financial Advisor | TrueAdvisor