Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Holland is a financial professional with experience in the financial services industry. Allison has a strong background in securities, investment advising and is currently registered with Arkadios Capital. Prior to that, Allison has also worked at TRIAD ADVISORS LLC and RAYMOND JAMES & ASSOCIATES, INC. in various capacities. Allison is a licensed Series 63, 65, 7, 9, 10, and SIE exam holder.
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.
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.
1
2
GA
01/23/2023 - Present
Arkadios Capital (Atlanta GA)
SC
06/01/2016 - 10/14/2020
TRIAD ADVISORS LLC (Greenville SC)
SC
05/19/2015 - 06/15/2016
RAYMOND JAMES & ASSOCIATES, INC. (GREENVILLE SC)
IA
Issued 01/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/25/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Allison Holland is the right advisor for you? Invested Better is here to help.
