Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Holt is a financial advisor at LPL Financial LLC and has been in the industry since October 2003. Andrew Holt holds both Series 6 and Series 7 securities registrations, as well as Series 63 and Series 65 licenses. Andrew Holt also has a SIE license. Andrew Holt provides financial advice to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans. In addition to his work at LPL Financial LLC, Andrew Holt also works as a non-variable insurance agent. Andrew Holt is registered to provide investment advice in 15 states and Washington DC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
07/22/2021 - Present
LPL Financial LLC (WOBURN MA)
MA
10/08/2003 - 07/21/2021
WADDELL & REED (WOBURN MA)
IA
Issued 08/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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