Unclaimed Profile

Maria Michelle Holmes

BBVA WEALTH SOLUTIONS INC.·HOUSTON, Texas

SIE, Series 7, Series 9, Series 10, Series 24, Series 53, Series 63CFPClean record24 years registeredBBVA WEALTH SOLUTIONS INC.

2200 POST OAK BLVD., HOUSTON, TX 77056-4700CRD# 1336607Firm CRD# 110476

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Maria Michelle Holmes · HOUSTON, TX

Registration

CRD #1336607 · BBVA WEALTH SOLUTIONS INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BBVA WEALTH SOLUTIONS INC.

J.P. MORGAN SECURITIES LLC

Oct 2020 – Feb 2026

NEW YORK, NY

FISHER INVESTMENTS

Jan 2020 – Sep 2020

CHICAGO, IL

CAPITAL INVESTMENT COUNSEL, INC

Jan 2015 – Oct 2015

DENVER, CO

BBVA WEALTH SOLUTIONS INC.

Dec 2014 – Oct 2018

HOUSTON, TX

SANTANDER SECURITIES

Aug 2013 – Aug 2014

BOSTON, MA

FIFTH THIRD SECURITIES, INC.

Sep 2009 – Aug 2013

CHICAGO, IL

CITIGROUP GLOBAL MARKETS INC.

May 2007 – Feb 2009

CHICAGO, IL

CITICORP INVESTMENT SERVICES

Feb 2002 – May 2007

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 53

Series 63

Registration record

First registered · February 25, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PNC MANAGED ACCOUNT SOLUTIONS, INC.

CRD 110476 · SEC 801-56131

AUM

$588M

Regulatory assets under management

Employees

768 client accounts

Services offered by PNC MANAGED ACCOUNT SOLUTIONS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PNC MANAGED ACCOUNT SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Maria Michelle Holmes offer?

Maria Michelle Holmes specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Maria Michelle Holmes's credentials?

Maria Michelle Holmes holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Maria Michelle Holmes located?

Maria Michelle Holmes is based in HOUSTON, Texas, last registered with BBVA WEALTH SOLUTIONS INC..

How does Maria Michelle Holmes charge for services?

Maria Michelle Holmes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BBVA WEALTH SOLUTIONS INC.?

BBVA WEALTH SOLUTIONS INC. has approximately 21 employees and manages $588M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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