Mark E. Hollis,  CFP<sup>&reg;</sup> - Financial Advisor

Mark E. Hollis, CFP®

Sterling Total Wealth Solutions

2437 Bay Area Blvd, #500
Houston, TX 77058-1519
(281) 461-7000

General

Mark Hollis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sterling Total Wealth Solutions in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - CDP, CFS

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned Giving, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes

More

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