Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gillis? Claim Your ProfileGillis Holmes is a financial professional with over 17 years of experience in the financial industry. Currently, Gillis is a Registered Representative at Aon Securities LLC, specializing in investment advisory services. Gillis is licensed in Pennsylvania. Previously, Gillis worked at ALLSTATE FINANCIAL SERVICES, 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.
Fairness opinions
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.
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2
PA
04/08/2022 - Present
AON Securities LLC (Fort Washington PA)
PA
05/21/2003 - 06/16/2020
ALLSTATE FINANCIAL SERVICES, LLC (East Norriton PA)
BC
Issued 08/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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