Unclaimed
Rebecca Hollas is a Registered Representative and Investment Adviser Representative with Equitable Advisors, LLC. Rebecca is a highly experienced financial professional with a proven track record of success. Rebecca has been in the financial services industry since 2006 and has a deep understanding of the markets. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Rebecca is passionate about helping her clients plan for their future and protect their assets. She is licensed to sell insurance products in all 50 states and holds Series 7, 66, and SIE securities licenses. Rebecca is also a member of the National Association of Insurance and Financial Advisors (NAIFA). If you are looking for a financial advisor who is dedicated to your success, Rebecca is the right choice for you.
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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2
TX
06/21/2018 - Present
Equitable Advisors, LLC (KATY TX)
BOTH
Issued 06/18/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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