Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Miriam Robert is an investment advisor representative with Commonwealth Financial Network. Holly has been in the industry since 1985. Holly holds Series 6, 62, 63, 22 and 52 licenses, as well as the SIE and Series 65 licenses. Holly's office is located in PAXTON, MA. Holly's previous employment includes positions with LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and LINCOLN NATIONAL PENSION INSURANCE COMPANY.
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.
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.
1
2
MA
11/29/2016 - Present
Commonwealth Financial Network (PAXTON MA)
IN
01/22/1986 - 10/26/1989
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
01/22/1986 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
05/13/1985 - 01/02/1989
LINCOLN FINANCIAL ADVISORS CORPORATION
IA
Issued 11/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1988
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/25/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/21/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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