Danielle S. Holmes, Crpc®, Aif®

Danielle S. Holmes, Crpc®, Aif® Email and Phone Number

Amesbury, MA, US
Danielle S. Holmes, Crpc®, Aif®'s Location
Greater Boston, United States
About Danielle S. Holmes, Crpc®, Aif®

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.

Danielle S. Holmes, Crpc®, Aif®'s Current Company Details
Linden Financial Group (formerly Dolan Financial Services)

Linden Financial Group (Formerly Dolan Financial Services)

View
Principal and Financial Planner
Amesbury, MA, US
Employees:
3
Danielle S. Holmes, Crpc®, Aif® Work Experience Details
  • Linden Financial Group (Formerly Dolan Financial Services)
    Principal And Financial Planner
    Linden Financial Group (Formerly Dolan Financial Services)
    Amesbury, Ma, Us
  • Linden Financial Group (Formerly Dolan Financial Services)
    Principal & Financial Planner
    Linden Financial Group (Formerly Dolan Financial Services) Feb 2015 - Present
  • Linden Financial Group (Formerly Dolan Financial Services)
    Financial Planner
    Linden Financial Group (Formerly Dolan Financial Services) Jan 2011 - Present
    978.388.3468 108 Main Street, Amesbury Ma
    Clarity 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
  • Linden Financial Group (Formerly Dolan Financial Services)
    Financial Planner / Investment Advisor
    Linden Financial Group (Formerly Dolan Financial Services) Jan 2011 - Present
    Usa
  • Holmes Office Details
    Independent Business Owner
    Holmes Office Details Aug 2009 - Feb 2013
    Guiding business owners to be successful and profitable through organization and attention to detail.
  • Cantella & Co., Inc.
    Office Manager And Licensing Director
    Cantella & Co., Inc. Sep 1995 - Sep 1997
  • Smith Barney
    Registered Executive Assistant
    Smith Barney 1993 - May 1995
    Pasadena, Ca

Danielle S. Holmes, Crpc®, Aif® Skills

Series 7 Strategic Planning Salesforce.com Coaching Public Speaking Sales Management Team Building Marketing Strategy Marketing Communications Retirement Planning Powerpoint Financial Services Quickbooks Holistic Financial Planning Personal Financial Planning Aif Crpc Entrepreneurship Community Empowerment

Danielle S. Holmes, Crpc®, Aif® Education Details

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®.

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