Barbara
Hollis
Holistic Planners
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About this Advisor
Barbara Hollis is a financial advisor based in Waldorf, Maryland, working with Holistic Planners. Barbara has previously held positions at Thrivent Investment Management Inc, Thrivent Investment Management, Inc, Sole Proprietor Dba Hollis & Shingler Financial Coaching, Holistic Planners Network, LLC, Hollis & Shingler Financial Coaching Essentials, L.L.C, and Archer Investment Corporation. Barbara has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Barbara is part of Holistic Planners, which operates out of Waldorf, Maryland.
Certifications and Registrations
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Barbara Hollis Work History
Holistic Planners Network, LLC
Hollis & Shingler Financial Coaching Esentials, L.L.C
Sole Proprietor Dba Hollis & Shingler Financial Coaching
Archer Investment Corporation
Thrivent Investment Management Inc
Thrivent Investment Management, Inc
Disclosures
Please visit the SEC profile of Barbara Hollis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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