Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Rosensteel is a financial advisor who works with individuals, families, and businesses. Holly works with individuals and families who are saving for retirement, college, or other financial goals. Holly also works with businesses to help them develop a financial plan. Holly is registered with the state of Pennsylvania as an Investment Advisor Representative. Holly has been in the financial services industry since 2003. Holly is associated with Thrivent Advisor Network, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
11/19/2021 - Present
Thrivent Advisor Network, LLC (Gettysburg PA)
IA
Issued 11/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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