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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Karen Holifield is a financial advisor with Waverly Advisors, LLC. Rhonda is a Certified Financial Planner with over 15 years of experience in the industry. Rhonda provides financial planning and portfolio management services to individuals, families, businesses, and charitable organizations. Rhonda specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Rhonda is registered with the state of Florida and Mississippi.
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.
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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FL
12/08/2023 - Present
Waverly Advisors, LLC (ST. PETERSBURG FL)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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