Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Henry Holter is a financial advisor who has been working in the industry since 1989. Michael is currently registered with TIAA-Cref Individual & Institutional Services, LLC and has been with the firm since 2008. Prior to joining TIAA-Cref Individual & Institutional Services, LLC, Michael worked at COUNTRY CAPITAL MANAGEMENT COMPANY and GREAT AMERICAN ADVISORS, INC.. Michael is a registered representative of the firm and can provide investment advice to individual investors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
10/12/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
06/20/2007 - 11/02/2007
COUNTRY CAPITAL MANAGEMENT COMPANY (AURORA CO)
OH
01/28/1999 - 03/10/2006
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
NJ
04/25/1997 - 07/23/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CA
11/21/1996 - 04/18/1997
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
AZ
06/28/1995 - 06/05/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
04/22/1994 - 08/08/1994
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NJ
10/16/1985 - 04/07/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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