Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laureen? Claim Your ProfileLaureen Hollyday is a financial advisor in NEEDHAM, MA. Laureen has over 30 years of experience in the financial services industry. Laureen is registered with Park Avenue Securities LLC and has a Series 6, Series 63 and SIE license. Laureen previously worked with Berkshire Equity Sales, Inc., Sun Investment Services Company and Pruco Securities Corporation. Laureen's specializations include: Securities, Investment Advisory Services, Financial Planning and Portfolio Management. Laureen has expertise working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans and corporations or other businesses.
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.
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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MA
12/18/2000 - Present
Park Avenue Securities LLC (NEEDHAM MA)
MA
09/25/1997 - 01/02/2001
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
MA
09/29/1989 - 08/15/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NJ
06/21/1988 - 09/28/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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