Unclaimed
Elliott Hollingsworth is a financial advisor working for The Mather Group, LLC. Elliott is based in Chicago, Illinois, and has over 20 years of experience in the financial services industry. Elliott is also registered in California as an investment advisor representative. Elliott has a background in investment advisory services and has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Futures Managed Funds Examination. Elliott specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of total net worth
1
2
IL
02/08/2021 - Present
THE Mather Group, LLC (CHICAGO IL)
CA
03/24/2010 - 09/30/2014
FINANCE 500, INC. (IRVINE CA)
CA
03/01/2004 - 04/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NJ
03/27/2002 - 03/11/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/21/2001 - 01/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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