Eileen F Holzman

Current Employers

Employment History

• 03/1990 → 11/2018
  Signator Investors, Inc.
  Boston, MA
• 01/2000 → 11/2018
  John Hancock Life Insurance Co.
  Boston, MA
• 11/2018 → 04/2020
  Royal Alliance Associates, Inc.
  Needham Heights, MA
• 04/2020 → Present
  Ameriprise Financial Services, Llc
  Winchester, MA

Previous Registrations

• 2018-11-02 → 2020-05-05
  Osaic Wealth, Inc.
  Needham Heights, MA
• 2013-01-28 → 2018-11-02
  Signator Investors, Inc.
  Wellesley Hills, MA
  Needham Heights, MA

Other Businesses

Board of Directors; Andover Coalition of Education; member; 36 Bartlett Street, , Andover, MA, 1810; Not Investment-Related; 09/01/2007; 1 to 9 hours per month; 0 during trading hours / The Suffolk University SBS Alumni Board of Directors Alumni B soition Board of Directors; Board Member; 73 Tremont Street, , Boston, MA, 02108; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Suffolk University; I will be a Lecturer for the fall course; Retirement and Estate Planning; Suffolk University Lecturer with SU Sawyer Business School Finance Department Adjunct Faculty. I will be teaching one class Retirement & Estate Planning; 73 Tremont Street, , Boston, MA, 02108; Not Investment-Related; 09/12/2025; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; Harborside Inn; Timeshare Owner; 3 South Water Street, , Edgartown, MA, 2539; Not Investment-Related; 07/01/1992; 0 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-30
• S63 Uniform Securities Agent State Law Examination
  1984-09-13

Designations

Other Names

• Eileen F Holzman
• Eileen Frances Holzman