Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Holloway is a Certified Financial Planner™ and has been in the industry for over 11 years. Michael is currently registered with Cook Wealth, LLC in Raleigh, NC. Michael has also worked at LPL Financial LLC and UBS Financial Services Inc. Michael's areas of specialization include retirement planning, college savings planning, estate planning, and insurance planning.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
01/07/2019 - Present
Cook Wealth, LLC (RALEIGH NC)
SC
06/09/2011 - 01/03/2019
LPL FINANCIAL LLC (FORT MILL SC)
NC
08/19/2008 - 06/06/2011
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
09/01/2006 - 08/13/2008
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 10/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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