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 Tello is a financial advisor with over 7 years of experience in the industry. Holly has worked with LPL Financial LLC since 2021. Prior to that, she was a financial advisor at USAA Financial Advisors, Inc., ING Financial Partners, Inc., and CUNA Brokerage Services, Inc.. Holly is registered to provide financial services in Arizona. Holly is licensed to provide investment advice, and is Series 6, Series 7, Series 63, and Series 65 licensed. Holly's experience includes working with individuals, high-net-worth individuals, corporations, businesses, pension and profit sharing plans, charitable organizations, and investment clubs.
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.
Consulting and other non-discretionary advisory services
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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2
AZ
09/04/2021 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
09/19/2014 - 06/29/2018
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/04/2013 - 08/28/2014
ING FINANCIAL PARTNERS, INC. (PHOENIX AZ)
AZ
03/07/2013 - 12/05/2013
CUNA BROKERAGE SERVICES, INC. (PHOENIX AZ)
IA
Issued 10/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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