Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Knight is an investment advisor representative at NFP Retirement Inc. in Norwell, MA. Holly is registered with the state of Massachusetts. Holly has been in the industry for over 13 years. Holly has passed the Series 65 and Series 66 exams and the Series 7 exam. Holly is also a licensed investment advisor representative in Massachusetts. Holly has previously worked for Edward Jones and Cambridge Investment Research Advisors, Inc. among others. Holly is currently working as an investment advisor representative at NFP Retirement Inc. in Norwell, MA. Holly is a member of NFP Retirement Inc. where she provides investment advice to high net worth individuals, pension and profit-sharing plans and individuals other than high net worth. Holly is also able to provide financial planning and pension consulting services to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
1
2
MA
08/16/2022 - Present
NFP Retirement Inc. (Norwell MA)
VT
10/17/2008 - 08/25/2009
EDWARD JONES (ESSEX JUNCTION VT)
IA
Issued 06/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Holly Knight is the right advisor for you? Invested Better is here to help.
