Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Marie Flynn is a financial professional with over 10 years of experience in the industry. She currently holds a Series 7, Series 63, and Series 24 license, and is registered with MML Investors Services, LLC in Wisconsin and Kentucky. Holly has previously held positions at Kalos Capital, Inc., MFD Distributor, LLC, and Harbour Investments, Inc. Her professional experience has included providing investment advice to a range of clients, including individuals, corporations, and pension plans. Holly specializes in financial planning, asset allocation, and portfolio management, and is committed to providing her clients with personalized financial guidance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WI
06/16/2022 - Present
MML Investors Services, LLC (Madison WI)
WI
02/04/2022 - 07/11/2022
KALOS CAPITAL, INC. (EVANSVILLE WI)
WI
08/05/2016 - 08/30/2021
MML INVESTORS SERVICES, LLC (MADISON WI)
WI
10/29/2014 - 07/27/2016
MFD DISTRIBUTOR, LLC (MADISON WI)
WI
02/22/2012 - 10/27/2014
HARBOUR INVESTMENTS, INC. (MADISON WI)
BC
Issued 11/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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