Holly Simeone (CRD# 7058714) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Great Barrington, MA and has over 2 years of experience in the finance industry.
CRD# 4397867
Commonwealth Financial Network
CRD# 3253371
Fiscal Wisdom Wealth Management LLC
CRD# 3092087
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Berkshire Money Management, Inc. | Dalton, MA | May 2021 - Current | 3 |
St Germain Securities Inc. | Springfield, MA | Jan 2019 - Apr 2021 | 2 |
Lee Bank | Lee, MA | Jan 2018 - Apr 2021 | 3 |
Unemployed | Pittsfield, MA | Nov 2017 - Jan 2018 | < 1 |
Digital Federal Credit Union | Marlborough, MA | May 2015 - Nov 2017 | 2 |
Target Corp | Leominster, MA | Nov 2013 - May 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- MA
-
Total Assets Under Management904MILLIONS
-
Total Number of Accounts2,171ACCOUNTS
-
Average Account Value$416,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, ME, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
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