Unclaimed
Lawrence Holden is a registered investment advisor representative with MML Investors Services, LLC, a firm based in Springfield, MA. Lawrence has been in the financial industry since August 14, 1975, and holds a variety of licenses and certifications, including Series 63, Series 65, Series 1, and Series 6TO. Lawrence Holden's previous work experience includes roles at MANEQUITY, INC., MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, and CONNECTICUT MUTUAL FINANCIAL SERVICES, INC. He is registered to provide investment advisory services in several states, including North Carolina, California, Colorado, District of Columbia, Florida, Georgia, Maryland, Massachusetts, New York, Pennsylvania, South Carolina, Virginia, and Wisconsin.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
04/02/2001 - Present
MML Investors Services, LLC (WINSTON-SALEM NC)
MA
04/15/1993 - 12/02/1998
MANEQUITY, INC. (BOSTON MA)
NA
03/19/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
08/15/1975 - 12/12/1983
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 02/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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