Fifth Third Securities, Inc
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About this Advisor
Michael Holland is a certified financial planner and chartered financial analyst located in Charlotte, North Carolina. Currently a registered investment advisor with Fifth Third Securities, Inc, they have gathered 15 years of practice in the financial advisory industry. Holland maintains Series 63 and Series 65 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Holland is able to work with investors in North Carolina and South Carolina. Their career trajectory has included roles at Wachovia Securities, LLC, Merrill Lynch, Bank Of America, Na and Fifth Third Securities. Fifth Third Securities, Inc is located in Charlotte, North Carolina, and has 1,187 locations throughout the country. Overall, Fifth Third Securities, Inc oversees $1 billion in assets throughout 5,270 accounts and retains more than 1,333 people. The level of assets currently under the firm's management makes it one of the larger investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Fifth Third Securities, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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Fifth Third Securities, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Holland Work History
Michael has 15 years of experience.
Fifth Third Securities
Bank Of America,Na
Wachovia Securities, LLC
Michael Holland has no disclosures.
Please visit their SEC profile for more details.