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Alfred David Holland

Optimum Investment Advisors, LLC

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About Alfred David Holland

Alfred David Holland is a financial advisor currently working for Optimum Investment Advisors, LLC. Alfred David Holland is registered in Alabama, Georgia, Illinois, Indiana and Texas. Alfred David Holland has 17 years of experience in the industry and has worked for 4 firms during his career. Alfred David Holland is a Certified Financial Planner and is a Series 3, Series 7, Series 24, and Series 66 licensed professional. Alfred David Holland is licensed to provide advisory services, financial planning and portfolio management for individuals and businesses.

Firm Information

Alfred Holland is currently registered with Optimum Investment Advisors, LLC. Optimum Investment Advisors, LLC is a Chicago, Illinois-based firm providing financial planning and portfolio management services for individuals, businesses, and pension plans. The firm manages over $287 million in assets for approximately 439 clients.
Optimum Investment Advisors, LLC

20 S. CLARK STREET

CHICAGO, IL 60603

$287.57M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alfred Holland’s Registration & Firm History

IL

08/20/2014 - Present

Optimum Investment Advisors, LLC (CHICAGO IL)

KY

10/16/2009 - 06/18/2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NANCY KY)

IL

04/19/2001 - 10/27/2009

UBS FINANCIAL SERVICES INC. (CHICAGO IL)

NY

07/20/2000 - 05/14/2001

UBS WARBURG LLC (NEW YORK NY)

NA

10/24/1986 - 06/26/1989

NORTHERN TRUST BROKERAGE, INC.

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Licenses & Designations

BOTH

Issued 08/28/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2010

Series 24 - General Securities Principal Examination

BC

Issued 03/15/2004

Series 3 - National Commodity Futures Examination

BC

Issued 07/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Alfred David Holland. Review regulatory record here.
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