Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hollis? Claim Your ProfileHollis Stuckert is an Investment Advisor Representative with Newedge Advisors, doing business as BFS Advisory Group. Hollis has over 30 years of experience in the financial services industry. Hollis is licensed to provide investment advisory services in 30 states and the District of Columbia, and is also licensed to provide insurance services through Brennan Financial Services. Hollis provides financial planning, pension consulting, selection of other advisors, and portfolio management for 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.
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2
LA
09/18/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
TX
10/31/2011 - 11/03/2023
FSC SECURITIES CORPORATION (DALLAS TX)
TX
10/02/2008 - 12/31/2010
EDI FINANCIAL, INC. (IRVING TX)
AZ
06/22/2001 - 10/23/2006
SAMCO FINANCIAL SERVICES, INC. (PHOENIX AZ)
TX
06/01/2000 - 12/03/2001
SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)
TX
06/07/2000 - 09/01/2000
SERVICE ASSET MANAGEMENT COMPANY (DALLAS TX)
TX
06/01/1993 - 05/31/2000
SWS FINANCIAL SERVICES (DALLAS TX)
NY
03/18/1991 - 06/04/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/17/1988 - 04/01/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/17/1987 - 08/16/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
06/12/1986 - 03/10/1987
GREENMAN PARKER GREENMAN INCORPORATED
IA
Issued 01/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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