Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Curtis? Claim Your ProfileCurtis William Holland is a financial advisor registered with the state of Virginia. Curtis has been in the financial services industry since 2021. Curtis is currently registered with Hopwood Financial Services, Inc., located in RESTON, VA and previously was registered with LPL FINANCIAL LLC. Curtis holds the Series 65, Series 7TO, and SIE licenses. Curtis is also a Certified Financial Planner.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
05/03/2023 - Present
Hopwood Financial Services, Inc. (RESTON VA)
VA
11/05/2021 - 05/06/2022
LPL FINANCIAL LLC (RESTON VA)
IA
Issued 03/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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