Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Holl is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry for over 15 years and is licensed to provide investment advice in several states. Michael has a strong track record of providing personalized financial planning and investment advice to a wide range of clients, including individuals, families, and businesses. He holds several industry certifications and is dedicated to providing his clients with the highest level of service and expertise. Michael has worked with E*TRADE SECURITIES LLC and MORGAN STANLEY SMITH BARNEY in the past. He is committed to helping his clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
10/12/2011 - 12/20/2022
E*TRADE SECURITIES LLC (San Diego CA)
CA
06/01/2009 - 10/11/2011
MORGAN STANLEY SMITH BARNEY (CARLSBAD CA)
CA
09/29/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RANCHO SANTE FE CA)
BOTH
Issued 10/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/4/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 9/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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