Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Ann Whitmire is a financial advisor with Lifeguide Financial Advisors, LLC. Holly Ann is based in Mechanicsburg, PA and has been working in the financial services industry since 2005. She has a Series 7, Series 66, and SIE license and is also a Certified Financial Planner. Holly Ann specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, and charitable organizations.
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.
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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PA
04/11/2018 - Present
Lifeguide Financial Advisors, LLC (MECHANICSBURG PA)
PA
04/19/2005 - 04/10/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Elizabethtown PA)
MN
04/19/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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