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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 Harrand Gallagher is a financial advisor with Commonwealth Financial Network. She has been working in the financial industry for over 28 years. Holly has a broad range of experience in financial planning, retirement planning, and investment management. Holly also holds the Certified Financial Planner designation. Holly’s firm, Commonwealth Financial Network, has over 2950 registered representatives and provides a variety of financial services, including financial planning, investment management, and retirement planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
04/14/2010 - Present
Commonwealth Financial Network (Traverse City MI)
MI
05/01/2002 - 11/03/2020
COMMONWEALTH FINANCIAL NETWORK (TRAVERSE CITY MI)
AZ
12/23/1998 - 05/03/2002
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
WI
07/20/1993 - 12/23/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
07/20/1993 - 12/22/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 03/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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