Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Holland is a financial advisor who has been in the industry since 1986. Michael is currently registered with D.A. Davidson & Co. and is licensed in Montana and Texas. Prior to his current role, Michael was also employed with Dain Bosworth Incorporated and Piper Jaffray Inc.. Michael has experience working with a wide range of clients, including high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Michael is a member of the Helena Food Share board of directors and is committed to giving back to the community.
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
MT
10/10/2022 - Present
D.a. Davidson & Co. (HELENA MT)
NA
12/20/1993 - 09/26/1995
DAIN BOSWORTH INCORPORATED
MN
06/02/1986 - 01/10/1994
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 06/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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