Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Justin Holliman is a registered representative with Silver Oak Securities, Inc. in Columbus, MS. Alex has been in the financial industry since December 2005. Alex is also a registered investment advisor representative. Previous employment included positions at LPL Financial LLC, Mutual Service Corporation, and FFP Securities, Inc. Alex has Series 7, 6, 63, and 65 licenses, in addition to the Securities Industry Essentials Examination (SIE). Alex offers a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MS
06/14/2022 - Present
Silver OAK Securities, Inc. (Columbus MS)
MS
02/22/2020 - 10/01/2021
SILVER OAK SECURITIES, INCORPORATED (Columbus MS)
MS
09/08/2009 - 04/28/2016
LPL FINANCIAL LLC (COLUMBUS MS)
MS
06/21/2005 - 09/08/2009
MUTUAL SERVICE CORPORATION (COLUMBUS MS)
MO
04/10/2002 - 07/06/2005
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 05/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/28/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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