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Nicole Marie Pretzel holahan

MFS Fund Distributors, Inc.

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About Nicole Marie Pretzel holahan

Nicole Pretzel holahan is a financial advisor with MFS Fund Distributors, Inc. Nicole has over 20 years of experience in the financial industry. Nicole is registered with the state of Wisconsin. Nicole holds Series 7, Series 63, and SIE licenses. Nicole's previous experience includes positions with Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., Wells Fargo Funds Distributor, LLC, and Strong Investments, Inc..

Firm Information

Nicole Pretzel holahan is currently registered with MFS Fund Distributors, Inc.. MFS Fund Distributors, Inc. is a corporation formed on October 27, 1992. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Nicole Pretzel holahan’s Registration & Firm History

MA

11/03/2022 - Present

MFS Fund Distributors, Inc. (BOSTON MA)

TX

05/25/2019 - 11/02/2022

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

NY

07/13/2007 - 05/25/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NC

04/11/2005 - 07/17/2007

WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)

WI

02/24/2003 - 04/11/2005

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

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Licenses & Designations

IA

Issued 07/29/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicole Marie Pretzel holahan.
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