Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anne? Claim Your ProfileAnne Holy is a financial advisor with over 20 years of experience in the industry. She is registered with LPL Financial LLC and has a Series 7, Series 66, and SIE license. Anne Holy is also a licensed insurance agent and has experience in investment, insurance and financial planning. She is committed to providing personalized financial advice to individuals, families and businesses. She offers a variety of financial services including retirement planning, college savings planning, and investment management. She is committed to building long-lasting relationships with her clients and helping them achieve their financial goals.
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
MN
07/21/2021 - Present
LPL Financial LLC (DULUTH MN)
MN
02/20/2001 - 07/21/2021
WADDELL & REED (DULUTH MN)
BOTH
Issued 03/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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