Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Rae Grippe is a financial advisor at LPL Financial LLC. Holly has been working in the financial services industry for over a decade, and has a proven track record of success in providing clients with personalized financial advice. Holly holds both a Series 7 and Series 66 license. She is dedicated to helping her clients achieve their financial goals. Holly Rae Grippe works with individuals, families, and businesses to develop customized financial plans. She specializes in retirement planning, college savings, and investment management. Holly is also a licensed insurance agent and can assist clients with their insurance needs.
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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AZ
03/26/2024 - Present
LPL Financial LLC (PHOENIX AZ)
BOTH
Issued 03/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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