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Holly Anne Kylen

Cetera Investment Advisers LLC

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About Holly Anne Kylen

Holly Anne Kylen is a financial advisor with over 29 years of experience in the industry. Holly is currently registered with Cetera Investment Advisers LLC in Maryland, Pennsylvania and Texas. Previously, Holly was registered with VOYA FINANCIAL ADVISORS, INC. and LOCUST STREET SECURITIES, INC.. Holly is a licensed investment advisor representative and holds a Series 6, 7, 63 and 65 license as well as the SIE exam.

Firm Information

Holly Kylen is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Holly Kylen’s Registration & Firm History

MD

06/29/2023 - Present

Cetera Investment Advisers LLC (NORTH BETHESDA MD)

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)

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Licenses & Designations

IA

Issued 4/22/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/6/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2005

Series 7 - General Securities Representative Examination

BC

Issued 4/26/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Holly Anne Kylen. Review regulatory record here.
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