Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernon? Claim Your ProfileVernon Wilson Holleman is an investment professional with over 28 years of experience in the financial services industry. Vernon has been with M Holdings Securities, Inc. since 2000 and is registered as a Registered Representative (RA) in District of Columbia. He is also registered as a Securities Agent in several states including Alaska, California, Connecticut, Delaware, Maryland, New York, South Dakota, and Virginia. Vernon has Series 6, Series 63, and Series 65 licenses. Vernon is a highly experienced financial professional who has a proven track record of success in the industry.
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.
1
2
OR
12/21/2023 - Present
M Holdings Securities, Inc. (PORTLAND OR)
MA
03/19/1998 - 12/13/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
CT
07/06/1995 - 03/19/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 07/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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