michael holl

financial consultant

About

E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the Company has long been at the forefront of the digital revolution, offering easy-to-use solutions for individual investors and stock participants. Founded on the principle of innovation and determined to level the playing field for individual investors, E*TRADE delivers digital platforms and professional assistance to help investors and traders meet their near-and long-term investing goals. The Company provides these services both online and through its network of customer service representatives and financial consultants – over the phone at two national branches and in-person at 30 E*TRADE branches, including right here in San Diego. Financial Consultants are registered with E*TRADE Securities LLC, Member FINRA/SIPC and with E*TRADE Capital Management, LLC, a registered investment adviser. E*TRADE Capital Management and E*TRADE Securities are separate but affiliated companies.

Country

united states

City

san diego

Industry

financial services

Skill

auditing, writing, retaining, bicycle, market, winter, accounting, google groups, yahoo, western europe, business economics, sales, photoshop, students, entry, managerial finance, system, business services, market research, software, employee of the month, san diego, racing, financial services, mac, workshops, inventory, innovator, microsoft office, entrepreneurship, tables, marketing, interviews, cross cultural, customer service, small business development, travel, surveying, quickbooks, bicycle repair, palm os, multicultural, product development, pc, feasibility studies, bar, research, conflict resolution, sensitivity, presentations, accounting system, hardware, mexico, spain, spanish

Experience

financial consultant

e*trade

2011-10 - Present · 15 yrs

* Retain and grow assets of existing practice of high net worth clients * Cultivate current and prospective client relationships and identify opportunities to expand these relationships by responding to client needs with creativity and innovation * Grow the practice through proactive calls and face-to-face meetings with prospects and referrals * Collect client financial information, analyze and evaluate financial situations, identify investment objectives, and make investment recommendations through a customized financial planning process * Advise clients on the wide range of investment services E TRADE offers and present solutions that meet individual needs