Holly C Squicciarini

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Raymond James & Associates, Inc.
  Rockford, IL

Other Businesses

(1)Name of Business: Rockford Art Museum Address: 711 North Main St, Rockford, IL, 61103, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 11/20/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Executive committee, BOARD MEMBER, Investment Committee member (2)Name of Business: The Motor Club LLC Address: 12664 County Line Rd., Roscoe, IL, 61073, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My spouse is opening a business and I will not be involved outside of helping him with opinions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-05
• S63 Uniform Securities Agent State Law Examination
  2015-04-20

Other Names

• Holly Christine Johnson