Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Whitney is a registered representative of Hantz Financial Services, Inc. Holly has been in the financial services industry since 2019 and has experience in providing financial advice to individuals and businesses. Holly is also registered as an investment advisor representative in Michigan. Holly holds the Series 7TO, Series 66, and SIE exams and has a variety of designations and other licenses. Holly is passionate about helping individuals and families achieve their financial goals.
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.
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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MI
01/03/2020 - Present
Hantz Financial Services, Inc. (SOUTHFIELD MI)
BOTH
Issued 01/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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