Holly TelloCRD Number: 6144077
Current Firm: Usaa Financial Planning Services
Holly Tello (CRD# 6144077) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 4 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Advisors Inc.||Phoenix, AZ||Aug 2014 - Current||2|
|Usaa Financial Planning Services||Phoenix, AZ||Aug 2014 - Current||2|
|Ing Financial Partners, Inc.||Phoenix, AZ||Dec 2013 - Aug 2014||< 1|
|Arizona Central Credit Union||Phoenix, AZ||Mar 2007 - Aug 2014||7|
|Cuna Brokerage Services, Inc.||Waverly, IA||Nov 2012 - Nov 2013||1|
|Stay At Home Mom||Glendale, AZ||Jun 2000 - Mar 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV