Danielle S. Holmes, Crpc®, Aif® Email and Phone Number
Danielle S. Holmes, Crpc®, Aif® is a Principal and Financial Planner at Linden Financial Group (formerly Dolan Financial Services). She possess expertise in series 7, strategic planning, salesforce.com, coaching, public speaking and 14 more skills.
Linden Financial Group (Formerly Dolan Financial Services)
View- Website:
- lindenfinancialgroup.com
- Employees:
- 3
-
Principal And Financial PlannerLinden Financial Group (Formerly Dolan Financial Services)Amesbury, Ma, Us -
Principal & Financial PlannerLinden Financial Group (Formerly Dolan Financial Services) Feb 2015 - Present -
Financial PlannerLinden Financial Group (Formerly Dolan Financial Services) Jan 2011 - Present978.388.3468 108 Main Street, Amesbury MaClarity and focus whether launching a career, starting a family, education planning, or enjoying retirement - two things so often lost in the shuffle of every day life and quick fix answers. We provide guidance with full financial planning, encompassing life insurance, college planning, retirement expertise and investment options. Securities and advisory services offered through Commonwealth Financial Network. Finra Registration -7, 63, & 65 through Commonwealth. Licensed Life Accident & Health Insurance Agent."Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org., A Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency. This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, GA, MA, MD, ME NC, NH, OH, RI, SC, TN, and VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html -
Financial Planner / Investment AdvisorLinden Financial Group (Formerly Dolan Financial Services) Jan 2011 - PresentUsa -
Independent Business OwnerHolmes Office Details Aug 2009 - Feb 2013Guiding business owners to be successful and profitable through organization and attention to detail.
-
Office Manager And Licensing DirectorCantella & Co., Inc. Sep 1995 - Sep 1997 -
Registered Executive AssistantSmith Barney 1993 - May 1995Pasadena, Ca
Danielle S. Holmes, Crpc®, Aif® Skills
Danielle S. Holmes, Crpc®, Aif® Education Details
-
Behavioral Finance -
Chartered Retirement Planning Counselorsm -
Registered Paraplanner -
Professional Organization -
Katharine GibbsSecretarial Arts -
Newburyport High SchoolDiploma
Frequently Asked Questions about Danielle S. Holmes, Crpc®, Aif®
What company does Danielle S. Holmes, Crpc®, Aif® work for?
Danielle S. Holmes, Crpc®, Aif® works for Linden Financial Group (Formerly Dolan Financial Services)
What is Danielle S. Holmes, Crpc®, Aif®'s role at the current company?
Danielle S. Holmes, Crpc®, Aif®'s current role is Principal and Financial Planner.
What schools did Danielle S. Holmes, Crpc®, Aif® attend?
Danielle S. Holmes, Crpc®, Aif® attended University Of Massachusetts, Amherst, College For Financial Planning, College For Financial Planning, Northern Essex Community College, Katharine Gibbs, Newburyport High School.
What skills is Danielle S. Holmes, Crpc®, Aif® known for?
Danielle S. Holmes, Crpc®, Aif® has skills like Series 7, Strategic Planning, Salesforce.com, Coaching, Public Speaking, Sales Management, Team Building, Marketing Strategy, Marketing Communications, Retirement Planning, Powerpoint, Financial Services.
Who are Danielle S. Holmes, Crpc®, Aif®'s colleagues?
Danielle S. Holmes, Crpc®, Aif®'s colleagues are Charlene K. Dolan, Cfp® Aif®.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial