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Michelle Renae mccoy Hollenshead

Newedge Advisors

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About Michelle Renae mccoy Hollenshead

Michelle Renae mccoy Hollenshead has been in the financial services industry since January 2004 and has been a Registered Representative with Newedge Advisors since April 2022. Prior to joining Newedge Advisors, Michelle worked with Edward Jones and Chase Investment Services Corp. Michelle holds the Series 7 and Series 63 licenses, as well as the SIE exam. Michelle specializes in providing investment advisory services to high-net-worth individuals, corporations, and pension plans. Michelle Renae mccoy Hollenshead is also a Registered Investment Advisor with Newedge Advisors.

Firm Information

Michelle Hollenshead is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michelle Hollenshead’s Registration & Firm History

LA

04/05/2022 - Present

Newedge Advisors (NEW ORLEANS LA)

LA

10/28/2005 - 04/01/2022

EDWARD JONES (BOSSIER CITY LA)

IL

07/06/2005 - 10/26/2005

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IL

01/07/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 11/15/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Renae mccoy Hollenshead.
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