Holly Fitzgerald (CRD# 5546199) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has over 8 years of experience in the finance industry.
CRD# 1109543
Endowment Wealth Management, Inc.
Score
107
CRD# 1547070
Kerntke Otto Mcglone Wealth Management Group
Score
103
CRD# 4618007
Endowment Wealth Management, Inc.
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank | Appleton, WI | Jul 2013 - Current | 4 |
| Charmful Clothing, LLC | Phoenix, AZ | Feb 2013 - Current | 4 |
| Charles Schwab & Company, Inc. | Appleton, WI | Apr 2010 - Current | 7 |
| Country Financial | Peoria, AZ | Mar 2009 - Feb 2010 | < 1 |
| Northwestern Mutual | Phoenix, AZ | Mar 2009 - Mar 2009 | < 1 |
| Edward Jones | Goodyear, AZ | Jun 2008 - Feb 2009 | < 1 |
| Echo Star | Phoenix, AZ | Apr 2008 - Jun 2008 | < 1 |
| Coldwell Banker | Goodyear, AZ | Feb 2008 - Jun 2008 | < 1 |
| Homechoice Properties, LLC | Phoenix, AZ | Apr 2007 - Feb 2008 | < 1 |
| Wells Fargo Home Mortgage | Laveen, AZ | Aug 2006 - Dec 2007 | 1 |
| Homesmart | Phoenix, AZ | Feb 2007 - Apr 2007 | < 1 |
| Century 21 | Goodyear, AZ | Nov 2005 - Dec 2006 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- CA
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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