Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Case? Claim Your ProfileCase Allen Hollub is a financial advisor with LPL Financial LLC. Case has been in the financial industry since 1998. Case has several offices located in Texas and is registered with the state of Texas. Case is also a registered representative of LPL Financial LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
02/22/2006 - Present
LPL Financial LLC (WEIMAR TX)
LA
05/20/2004 - 02/09/2006
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
NY
08/08/2002 - 05/07/2004
IFMG SECURITIES, INC. (PURCHASE NY)
NJ
05/14/1998 - 08/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 05/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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