Unclaimed
Holli Radakovich is a financial advisor registered with Financial Advocates Investment Management and has been in the industry since February 14, 2010. Holli is currently registered as an Investment Advisor Representative in Washington and Wyoming. Holli is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and holds the Series 66, Series 7 and SIE exams. Holli specializes in providing financial planning and portfolio management services for individuals, businesses, and pension plans. Holli provides administrative support to Financial Advocates Investment Management, an independent investment advisor firm. The firm is separate from and independent of LPL Financial.
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.
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
WY
11/13/2017 - Present
Financial Advocates Investment Management (Rock Springs WY)
WY
02/15/2010 - 01/30/2017
WADDELL & REED (ROCK SPRINGS WY)
BOTH
Issued 11/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Holli Radakovich is the right advisor for you? Invested Better is here to help.