Unclaimed
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.
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.
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
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)
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
Active
Inactive
F
FINRA
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