Holly
Onda
Principal Securities, Inc
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About this Advisor
Holly Onda is a financial advisor based in Charlotte, North Carolina, working with Principal Securities, Inc. Holly has previously held positions at Edward Jones, Iheartmedia, Netchex Inc, Usa Payroll, Paychex Inc, Lpl Financial LLC, Capital City Bank, Principal Life Insurance Company, and Principal Securities, Inc. Holly has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Holly is part of Principal Securities, Inc, which operates out of Charlotte, North Carolina. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Holly Onda Work History
Principal Life Insurance Company
Principal Securities, Inc
Lpl Financial LLC
Capital City Bank
Edward Jones
Iheartmedia
Netchex Inc
Usa Payroll
Paychex Inc
Disclosures
Please visit the SEC profile of Holly Onda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
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San Diego, CA
Houston, TX
Charlotte, NC
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