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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Kylen is a financial advisor with Cetera Investment Advisers LLC. Holly has over 30 years of experience in the financial services industry. Holly holds Series 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Holly has been active in the industry since 1993. Holly is registered to provide investment advisory services in Maryland, Pennsylvania, and Texas. In addition to her experience with Cetera, Holly has worked with VOYA FINANCIAL ADVISORS, INC. and LOCUST STREET SECURITIES, INC. Holly offers financial planning, portfolio management, and other advisory services to individual, corporate, and institutional clients.
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.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (LITITZ PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LITITZ PA)
IA
04/30/1993 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 04/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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