Unclaimed
Michael Hollenbach is a financial advisor with First Horizon Advisors, Inc. He is registered in 20 states and has been a registered representative for over 20 years. He offers financial planning, portfolio management, pension consulting and educational seminars. Michael is a Certified Financial Planner and has the Series 65, 63, 24, 9 and 7 licenses, along with the SIE and Series 52 exams. His previous employment includes roles at Wachovia Securities, LLC and H&R Block Financial Advisors, Inc.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
10/10/2013 - Present
First Horizon Advisors, Inc. (MARYVILLE TN)
MO
03/22/2002 - 04/18/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MI
01/05/1999 - 03/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 04/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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