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About this Advisor
Charlene Holland is a certified financial planner who works out of Atlanta, Georgia, who has 10 years of financial industry experience. Holland currently works for Morgan Stanley. Throughout their career, Holland has worked at Bb&T Investments, Suntrust Investment Services, Inc, Suntrust Bank, Morgan Stanley Private Bank, National Association and Morgan Stanley. Holland maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Morgan Stanley is a financial advisory firm that has its headquarters in Atlanta, Georgia. The firm has offices in 702 locations and a total of 26,000 employees. It handles $735 billion in assets among its 1,724,668 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 283 charities and foundations. The business performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on the type of financial services. Fees charged by Morgan Stanley likely consist of some blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Charlene Holland Work History
Charlene has 10 years of experience.
Morgan Stanley Private Bank, National Association
Suntrust Investment Services, Inc
Charlene Holland has no disclosures.
Please visit their SEC profile for more details.