Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hollis? Claim Your ProfileHollis Jill Hardiman is a financial advisor with Merit Financial Advisors. Hollis is registered with FINRA and the states of Connecticut, Florida and Texas. Hollis has been in the financial industry since 2013. Prior to joining Merit Financial Advisors, Hollis was a financial advisor with LPL FINANCIAL LLC and Wells Fargo Advisors, LLC. Hollis is a Series 66, Series 7 and SIE licensed professional. Hollis specializes in financial planning, pension consulting, educational seminars and portfolio management. Hollis is also the treasurer for the Connecticut Council of Non-Adversarial Divorce.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting fees
1
2
GA
03/07/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
FL
01/16/2015 - 08/16/2024
LPL FINANCIAL LLC (BOYNTON BEACH FL)
CT
12/10/2013 - 01/13/2015
WELLS FARGO ADVISORS, LLC (WESTPORT CT)
BOTH
Issued 01/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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