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Amy Jo Holland

Investment Distributors, Inc.

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About Amy Jo Holland

Amy Holland is a financial professional with over 20 years of experience in the industry. Amy currently works at Investment Distributors, Inc. Amy has a strong track record of providing financial advice to clients in various states. She is committed to helping her clients achieve their financial goals.

Firm Information

Amy Holland is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

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.

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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Amy Holland’s Registration & Firm History

KY

01/03/2022 - Present

Investment Distributors, Inc. (Covington KY)

NY

09/14/2018 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Williamsville NY)

MN

08/21/2017 - 07/12/2018

CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)

IA

04/19/2011 - 12/31/2016

BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)

NH

12/05/2007 - 01/03/2011

LIBERTY LIFE SECURITIES LLC (DOVER NH)

NH

05/22/2006 - 12/31/2007

LIBERTY LIFE DISTRIBUTORS LLC (DOVER NH)

NY

02/22/2005 - 07/06/2005

AXA ADVISORS, LLC (NEW YORK NY)

NY

07/17/2002 - 09/17/2003

ADVANCED PLANNING SECURITIES, INC. (SMITHTOWN NY)

NY

05/05/2000 - 06/10/2002

IFMG SECURITIES, INC. (PURCHASE NY)

NY

06/19/2000 - 02/27/2001

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

NY

06/06/1998 - 06/19/2000

REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)

VT

01/14/1997 - 06/12/1998

EQUITY SERVICES, INC. (MONTPELIER VT)

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Licenses & Designations

BC

Issued 12/10/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Jo Holland.
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