Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hollie? Claim Your ProfileHollie Donovan is a financial professional with over 20 years of experience in the industry. Hollie is currently registered with MML Investors Services, LLC, a firm that has over 7,000 registered representatives and advisors. Hollie has a variety of licenses and designations, including Series 6, 7, 63, and 65, and is able to offer financial planning, asset allocation, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Hollie is committed to providing personalized financial guidance and support to help her 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 programs
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.
Solicitors fees
1
2
NH
03/25/2017 - Present
MML Investors Services, LLC (Plaistow NH)
MA
12/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWBURYPORT MA)
MA
12/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTBORO MA)
NJ
11/11/1994 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IA
Issued 03/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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