Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Durdel is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated, located in Farmington Hills, Michigan. Holly has been in the securities industry since August 27, 2001. Holly is licensed to sell securities in Illinois, Michigan, and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
01/02/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
IL
04/17/2012 - 08/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
MI
11/13/2009 - 08/17/2011
PNC INVESTMENTS (PAW PAW MI)
MI
05/11/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (PORTAGE MI)
MI
05/09/2008 - 04/24/2009
PRIMEVEST FINANCIAL SERVICES, INC. (KALAMAZOO MI)
MI
07/13/2007 - 05/02/2008
EDWARD JONES (KALAMAZOO MI)
MI
10/21/2003 - 06/07/2007
FIFTH THIRD SECURITIES, INC. (KALAMAZOO MI)
AL
03/08/2001 - 08/18/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MI
04/04/2000 - 02/05/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
BOTH
Issued 7/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/26/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 4/3/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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