Unclaimed
Lawrence Bruce Hollin is a financial professional with over 30 years of experience in the financial services industry. Lawrence has a strong track record of providing investment advice to individuals and families, as well as to pension and profit-sharing plans. Lawrence is currently a registered representative with Invicta Advisors LLC, where he specializes in investment management and financial planning. Prior to joining Invicta Advisors, Lawrence was a financial advisor with SSG Capital Advisors, LLC and CV Brokerage, Inc.. Lawrence has a deep understanding of the financial markets and a commitment to providing his clients with personalized investment solutions. Lawrence is dedicated to helping his clients 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.
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.
1
2
PA
12/19/2024 - Present
Invicta Advisors LLC (Bala Cynwyd PA)
PA
09/27/2018 - 01/06/2020
SSG CAPITAL ADVISORS, LLC (WEST CONSHOHOCKEN PA)
NJ
09/22/2010 - 09/27/2018
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
PA
02/03/2009 - 09/20/2010
KILDARE CAPITAL, INC. (BALA CYNWYD PA)
ME
01/16/2009 - 01/30/2009
FUNDS DISTRIBUTOR, LLC (PORTLAND ME)
NJ
12/14/1993 - 06/23/1994
WEINER ABRAMS & COMPANY, INC. (ENGLEWOOD CLIFFS NJ)
NY
07/09/1991 - 12/31/1992
GENESIS SECURITIES, INC. (NEW YORK NY)
CA
06/06/1988 - 01/29/1991
TAKE CHARGE FINANCIAL (LOS GATOS CA)
BC
Issued 01/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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