Unclaimed
Holly Elizabeth Sfarra has been in the financial services industry since April 1997. Holly is currently a registered representative with MML Investors Services, LLC and has been registered with the firm since March 2017. Prior to joining MML Investors Services, LLC, Holly was a registered representative with MSI Financial Services, INC. and New England Securities. Holly is registered to provide financial advice and sell securities in 53 states.
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
NY
03/25/2017 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
04/16/1997 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
09/23/2013 - 01/02/2015
NEW ENGLAND SECURITIES (ELMSFORD NY)
NY
04/16/1997 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WHITE PLAINS NY)
BC
Issued 04/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/15/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/02/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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