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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Clayton Hancock is an investment advisor representative with Cetera Investment Advisers LLC. Holly has been in the securities industry since 2014. Holly has been registered with Cetera Investment Advisers LLC since 2023. Holly has a Series 6, Series 63, and Series 65 licenses. Holly specializes in financial planning, pension consulting, and portfolio management. Holly also works with individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth 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.
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.
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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (TORRANCE CA)
CA
02/25/2014 - 02/05/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (VALENCIA CA)
IA
Issued 06/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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