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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 Elizabeth Villasi is a financial advisor at Creative Planning, located in Overland Park, KS. Holly Elizabeth Villasi has been working in the financial industry since 2007. Holly Elizabeth Villasi is registered with the state of Kansas and Texas. Holly Elizabeth Villasi holds the Series 4, Series 7, Series 24, Series 51, and Series 63 securities licenses as well as the Series 65 investment advisor license. Holly Elizabeth Villasi is a Certified Financial Planner.
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.
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KS
02/07/2019 - Present
Creative Planning (OVERLAND PARK KS)
KS
05/09/2011 - 05/27/2015
KEEL POINT CAPITAL, LLC (LEAWOOD KS)
KS
12/09/2008 - 05/09/2011
MULTI-FINANCIAL SECURITIES CORPORATION (OVERLAND PARK KS)
MO
03/31/2008 - 11/03/2008
UMB FINANCIAL SERVICES, INC. (RAYTOWN MO)
MO
04/11/2007 - 03/12/2008
COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)
IA
Issued 02/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2013
Series 4 - Registered Options Principal Examination
BC
Issued 05/03/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 05/27/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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