Holly Fitzgerald, financial advisor Appleton WI
93 score

Holly Fitzgerald

CRD Number: 5546199
Current Firm: Charles Schwab & Company, Inc.

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.

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Company Name Location Dates Years
Charles Schwab Bank Appleton, WI Jul 2013 - Current 3
Charmful Clothing, LLC Phoenix, AZ Feb 2013 - Current 3
Charles Schwab & Company, Inc. Appleton, WI Apr 2010 - Current 6
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
Contact Info for Holly M. Fitzgerald
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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