Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fulton sheen Holliger is a financial advisor with Independent Financial Partners. Michael has been working in the financial services industry since March 1999. Michael provides financial planning and investment management services to a variety of clients, including individuals, families, trusts, and retirement plans. Michael is registered to offer investment advisory services in Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Indiana, Massachusetts, New Jersey, Utah, and Wyoming.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
CO
01/10/2018 - Present
Independent Financial Partners (Denver CO)
CO
12/12/2016 - 05/23/2019
LPL FINANCIAL LLC (DENVER CO)
CO
03/19/2001 - 11/23/2016
FIDELITY BROKERAGE SERVICES LLC (DENVER CO)
NY
03/05/1999 - 03/09/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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