Unclaimed
Holly Lynn is a financial professional with over 14 years of experience in the financial services industry. Holly is currently registered with Vanguard Marketing Corp. and holds Series 6, 7, and 63 licenses, as well as the SIE. Holly has a strong track record of providing financial advice to clients in Arizona, North Carolina and South Carolina.
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.
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.
1
2
NC
07/08/2008 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 08/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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