Unclaimed
Holly Nicole Henry is an active investment advisor representative with LPL Financial LLC in SOUTH HATFIELD, AR. Holly has been in the industry for 2 years and has a Series 66, Series 7TO and SIE licenses. Holly holds a Series 66 license for both Broker-Dealer and Investment Advisor Representative activities and is registered in Arkansas, Oklahoma, Tennessee and Texas. Holly also works as a real estate rental owner and manager for several businesses, including Henry's Storage Units LLC, Meadow Pine Cabins, and Trendz Hair Salon. In addition, Holly works with Diamond Legacy Wealth Management, which is the DBA for LPL Financial LLC. Holly primarily works with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
01/11/2024 - Present
LPL Financial LLC (SOUTH HATFIELD AR)
BOTH
Issued 10/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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