Marie Holder is a Virtual Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions.
Marie has thirty years of experience in the financial services industry. Prior to joining LPL, she served in different areas of the industry, from Commodities Sales Assistant, to Equity Trader, OSJ Coordinator, Client Service Representative, New Accounts Manager, and Operations Branch Manager. As a sales assistant, she provided day-to-day day client management, operational tasks, preparing reports, assisting with client meetings, and setting up client seminars and events.
Marie holds the following security registrations with LPL Financial: 6, 7, 9, 10, 24, 31, 63, insurance and is grandfathered with the 99 license.
Marie was born in Portugal and later moved to Massachusetts. She graduated from Atlantic Union College with a degree in European History and Business. She is fluent in Portuguese and Spanish, some conversational French and Italian. She has a son, two dogs, and a cat.