Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Carroccio is a financial advisor at MML Investors Services, LLC. Holly has been working in the financial services industry since 1987. Holly has a strong background in financial planning and portfolio management, and is committed to providing her clients with personalized service and tailored solutions. Holly is a Certified Financial Planner™ and holds Series 4, 7, 24, 53, and 63 securities licenses. Holly is also registered with the state of Texas. In addition to working for MML Investors Services, LLC, Holly is also the owner of Live Through Divorce LLC and an agent for Nexus Advisors LLC.
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
TX
11/19/2021 - Present
MML Investors Services, LLC (DALLAS TX)
IN
11/02/1989 - 04/10/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/02/1989 - 04/10/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
07/01/1987 - 11/21/1989
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 07/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/18/1988
Series 24 - General Securities Principal Examination
BC
Issued 09/15/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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