Holly Francescone (CRD# 6936943) is an Investment Advisor Representative working at Money Concepts Advisory Service in Kaukauna, WI and has over 3 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| East Wisconsin Savings Bank | Kaukauna, WI | Jun 2020 - Current | 3 |
| Money Concepts Capital Corp | Palm Beach Gardens, FL | Jun 2020 - Current | 3 |
| Chickfila | Appleton, WI | Apr 2020 - Aug 2020 | < 1 |
| Elizabethtown College | Elizabethtown, PA | Mar 2018 - May 2020 | 2 |
| Northwestern Mutual Investment Services LLC | Lancaster, PA | Jan 2019 - Apr 2020 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2018 - Apr 2020 | 1 |
| Tj Rockwell's | Elizabethtown, PA | Jul 2019 - Sep 2019 | < 1 |
| Chickfila | Hamilton, NJ | May 2014 - Apr 2018 | 3 |
| The Roost | Cream Ridge, NJ | Jun 2014 - Dec 2016 | 2 |
| Student | Lawrenceville, NJ | Jun 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
| S63 | Uniform Securities State Law Examination | Nov 2020 |
- WI
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Total Assets Under Management2,904MILLIONS
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Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
VI
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