Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hollie? Claim Your ProfileHollie Anne Taylor is a financial advisor with Charles Schwab & CO., Inc. Hollie has been a financial professional for over 20 years. Hollie has a wealth of experience working with individuals, families and businesses. Prior to joining Charles Schwab & CO., Inc. Hollie worked at TD AMERITRADE, INC. and USAA FINANCIAL ADVISORS, INC. Hollie's experience includes helping clients with financial planning, investment management and retirement planning.
Oceanside, CA
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
10/04/2022 - Present
Charles Schwab & CO., Inc. (Oceanside CA)
NE
07/26/2022 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
CO
05/23/2020 - 07/26/2022
CHARLES SCHWAB & CO., INC. (Colorado Springs CO)
CO
04/19/2016 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CA
03/21/2014 - 05/08/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LA JOLLA CA)
FL
09/26/2007 - 03/20/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
02/22/2002 - 04/10/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
12/22/1995 - 02/26/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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