Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Simeone is an Investment Advisor Representative with Berkshire Money Management, Inc. Holly has a Series 65, Series 99TO, and SIE licenses. Holly previously worked at St. Germain Securities, Inc.. Holly specializes in providing investment advice to individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Holly is a dual employee of St. Germain and Lee Bank. Holly has over 20 years of experience in the financial services industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting, college planning
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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MA
06/21/2022 - Present
Berkshire Money Management, Inc. (GREAT BARRINGTON MA)
MA
11/20/2019 - 04/14/2021
ST. GERMAIN SECURITIES, INC. (Lee MA)
IA
Issued 04/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2019
Series 99TO - Operations Professional Examination
BC
Issued 07/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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