Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Holzman is an active financial advisor at Ameriprise Financial Services, LLC in Walpole, MA. Eileen has been working in the financial industry since 1985 and is registered in 13 states. Eileen specializes in providing financial planning, asset allocation, and portfolio management services to individuals, businesses, corporations, trusts/estates, insurance companies, charitable organizations, and pension and profit-sharing plans. Eileen has a strong track record of success and is committed to helping clients 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MA
05/01/2020 - Present
Ameriprise Financial Services, LLC (Walpole MA)
MA
11/02/2018 - 05/05/2020
ROYAL ALLIANCE ASSOCIATES, INC. (NEEDHAM HEIGHTS MA)
MA
04/09/1990 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEEDHAM HEIGHTS MA)
MA
04/09/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
08/08/1988 - 03/19/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/06/1986 - 08/09/1988
NEW ENGLAND SECURITIES CORPORATION
NA
09/04/1984 - 11/23/1985
NEL EQUITY SERVICES CORPORATION
IA
Issued 09/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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