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Denise Hemingway Lollis is an Investment Advisor Representative associated with Greenwood Capital Associates, LLC, located in Greenwood, South Carolina. Denise is registered with the state of South Carolina. Denise obtained her Series 65 license in 2018. Denise has experience in the financial services industry since July 2013.
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, consulting to retirement plan sponsors
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.
% of aum for retirement ed/cons/inv mgmt, ref fees, rev share,
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SC
10/06/2018 - Present
Greenwood Capital Associates, LLC (GREENWOOD SC)
IA
Issued 10/06/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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