Unclaimed
Dennis Edward Holliman is a financial advisor currently associated with Silver Oak Securities, Inc. Dennis has been in the financial industry since 1987 and is registered to provide investment advice in multiple states. Dennis's specializations include financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals.
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.
1
2
MS
06/16/2022 - Present
Silver OAK Securities, Inc. (Columbus MS)
MS
09/08/2009 - 03/24/2020
LPL FINANCIAL LLC (COLUMBUS MS)
MS
06/21/2005 - 09/08/2009
MUTUAL SERVICE CORPORATION (COLUMBUS MS)
MO
09/24/1996 - 07/08/2005
FFP SECURITIES, INC. (CHESTERFIELD MO)
NA
02/01/1988 - 10/14/1989
JEFFERSON-PILOT INVESTOR SERVICES, INC.
IN
10/10/1980 - 10/14/1989
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NA
11/28/1986 - 07/19/1988
WALNUT STREET SECURITIES, INC.
NA
10/03/1986 - 02/17/1988
LAMARCO, INC.
BC
Issued 10/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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