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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dean Holland is a financial advisor with over 25 years of experience in the industry. David works for Holland Advisory Services, Inc. in Ormond Beach, Florida. David has passed several professional exams and holds various designations, including Certified Financial Planner, Chartered Financial Consultant, and Personal Financial Specialist. David offers financial planning, portfolio management, and educational seminars to individuals, corporations, and other businesses. David's clients have approximately $232 million in assets under management. David also provides insurance products through Holland Insurance Services, Inc., and tax and accounting services through Holland, Tacinelli, CPAs, P.A.
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.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Financial advice
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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2
FL
02/11/2008 - Present
Holland Advisory Services, Inc. (ORMOND BEACH FL)
FL
09/11/2009 - 02/22/2010
HOLLAND INVESTMENT SERVICES, INC. (ORMOND BEACH FL)
WI
10/29/2003 - 06/29/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
03/26/1998 - 03/02/2004
CPA FINANCIAL ADVISERS, INC. (DAYTONA BEACH FL)
AL
01/21/1997 - 12/31/1997
PROEQUITIES, INC. (BIRMINGHAM AL)
FL
05/15/1995 - 01/13/1997
FIRST GULFCOAST INVESTMENTS, INC. (VENICE FL)
BC
Issued 01/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/06/1998
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 09/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/12/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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