Unclaimed
Mollie Eldridge is a financial advisor at LPL Financial LLC. Mollie is registered with the state of Texas as a Registered Representative and Investment Advisor Representative. Mollie holds the Series 7, Series 66, and SIE licenses and has been working in the financial industry since 2019. Mollie Eldridge provides financial planning, portfolio management, and other advisory services to individuals and businesses. Mollie has a background in education and has a passion for helping people 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.
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
TX
09/03/2019 - Present
LPL Financial LLC (TYLER TX)
BOTH
Issued 08/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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