Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stan? Claim Your ProfileStan Aaron Holladay is a financial advisor at Charles Schwab & CO., Inc. Stan is a registered representative with the firm since 2008 and has experience in the industry since 1997. Stan's experience spans several firms including QUEST CAPITAL STRATEGIES, INC., TD WATERHOUSE INVESTOR SERVICES, INC., and DICKINSON & CO. Stan is a licensed agent in California and Ohio and holds multiple securities licenses, including Series 66, 63, 10, 9, 8, 7, and SIE. Stan specializes in financial planning and selection of other 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.
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
OH
01/10/2008 - Present
Charles Schwab & CO., Inc. (Richfield OH)
CA
08/17/2007 - 01/11/2008
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
OH
04/28/2004 - 02/01/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (WOODMERE OH)
TX
02/24/1995 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
06/22/1994 - 11/23/1994
DICKINSON & CO. (DES MOINES IA)
BOTH
Issued 10/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/28/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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