Unclaimed
Raegan Alexandra Holland is a registered representative and investment advisor representative with Charles Schwab & CO., Inc. She has been in the securities industry since 2018. Raegan has a Series 66, Series 7, and SIE license. Her previous employment includes experience in various roles, including at Housing Scout, LivStrong HQ, and The Portsmouth Publick House. She holds a current registration with the state of Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
11/24/2018 - Present
Charles Schwab & CO., Inc. (Austin TX)
BOTH
Issued 11/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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