Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Townsend is a financial advisor who has been in the industry for over five years. Holly is registered with LPL Financial LLC and has a Series 7, Series 10, and Series 63 license. Holly also holds the Certified Financial Planner designation. Holly is currently working in FORT MILL, South Carolina. Holly was previously employed by UBS Financial Services Inc. in CHARLOTTE, North Carolina and Vanguard Marketing Corporation in CHARLOTTE, North Carolina.
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
SC
01/01/2025 - Present
LPL Financial LLC (FORT MILL SC)
NC
04/09/2018 - 01/19/2022
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
07/18/2017 - 04/10/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 05/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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