Kairene Holgate, financial advisor Mount Pleasant SC
90 score

Kairene Holgate

CRD Number: 5572644
Current Firm: Voya Financial Advisors, Inc.

Kairene Holgate (CRD# 5572644) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Mount Pleasant, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Mount Pleasant, SC Sep 2014 - Current 2
Minnesota Life Insurance Co St Paul, MN Mar 2012 - Current 4
Ing Financial Partners, Inc. Charleston, SC Apr 2013 - Sep 2014 1
Commonwealth Financial Group Daniel Island, SC Mar 2012 - Dec 2013 1
Securian Financial Services St Paul, MN Mar 2012 - Mar 2013 1
Securian Financial Services Inc. St Paul, MN Jan 2012 - Mar 2012 < 1
Commonwealth Financial Group Daniel Island, SC Jan 2012 - Mar 2012 < 1
Kairene Hollgate Fixed Insurance Mt Pleasant, SC Oct 2010 - Feb 2012 1
New York Life Insurance Charleston, SC Jul 2008 - Oct 2010 2
Nylife Securities, LLC Charleston, SC Jul 2008 - Oct 2010 2
G&k Services Augusta, GA Aug 2006 - Jul 2008 1
Disc Radiologists Mount Pleasant, SC Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
S63 Uniform Securities State Law Examination Dec 2012
Contact Info for Kairene A. Holgate
Phone Number: 1-800-356-2906
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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