George Lollis

Vice President - Investments @Prospera Financial

Dallas, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2003 — Present

Vice President - Investments @Prospera Financial

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Dallas, TX, US

George W. Lollis is Vice President - Investments with Prospera Financial Services, Inc, a SEC Registered Investment Adviser firm and NASD Broker Dealer. Mr. Lollis brings over thirty-three years of investment consulting experience, serving as trusted financial advisor providing investment consulting, financial investment analysis and investment portfolio management. Mr. Lollis’ specializes in serving private clients, ranging in size from to over Mr. Lollis has earned the Accredited Investment Fiduciary® (AIF®) designation, the Certified Wealth Strategist (CWS®) designation, and a Bachelor of Business Studies in Finance, Magnum Cum Laude, from Dallas Baptist University as a member of the Alpha Sigma Lambda National Honors Society. Mr. Lollis holds a FINRA Series 7 license, Series 66 license, Series 63 license, and Series 22 license. A company is only as good as the values it’s built on. That’s why at Prospera Financial, we uphold principles and values of the highest integrity. And it’s because of these standards that we’ve been able to gain the trust of our clients and help them achieve success. Prospera Financial is a four time winner of \"Independent Broker Dealer of the Year\" in 2009, 2010, 2012 & 2014 (Investment Advisor Magazine). Founded in 1982 by financial advisors, Prospera Financial\'s growth has been fueled by our partnership with some of the nation’s largest securities firms. Securities and Advisory services offered through Prospera Financial Services, Member FINRA/SIPC. I will not request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.

EDUCATION

N/A

Dallas Baptist University

Bachelor of Business Studies

SKILLS

Investment StrategiesValuationFinancial ServicesFinancial PlanningWealth ManagementAsset ManagementAsset AllocationFiduciary ServicesFinancial AnalysisFiduciary AuditInvestment Advisory

ABOUT GEORGE LOLLIS

CEFEX Analyst providing fiduciary consulting for 401(k) Plans

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George Lollis — Vice President - Investments at Prospera Financial in Dallas, TX, US | Unifers