Michael Holly, financial advisor Perrysburg OH

Michael Holly

CRD Number: 1934326
Current Firm: Charles Schwab & Company, Inc.

Michael Holly (CRD# 1934326) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Perrysburg, OH and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Perrysburg, OH Jul 2017 - Current 6
Holly Enterprises Holland, OH Nov 2004 - Current 19
Costa Rican LLC Tamarindo, Jul 2012 - Dec 2018 6
Wunderlich Securities, Inc. Memphis, TN Jul 2016 - Jul 2017 1
Wells Fargo Advisors Financial Network LLC Holland, OH May 2009 - Jul 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
S65 NASAA Investment Advisors Law Examination Oct 1992
Contact Info for Michael S. Holly
Phone Number: 415-667-7000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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