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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Eugene Holland is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Chelmsford, MA. Dennis has been in the industry since 1988 and has held various roles at different firms, including Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dennis is registered with FINRA and holds a Series 7, Series 10, Series 9, and Series 66 license. Dennis's specialties include providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MA
12/15/2017 - Present
Raymond James Financial Services Advisors, Inc. (CHELMSFORD MA)
MA
01/01/2008 - 09/22/2016
WELLS FARGO ADVISORS, LLC (CHELMSFORD MA)
MA
10/13/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHELMSFORD MA)
NY
09/17/1990 - 10/05/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/25/1990 - 09/21/1990
CENPAC SECURITIES CORP.
NY
05/24/1988 - 02/02/1990
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
03/11/1988 - 05/28/1988
SHERWOOD CAPITAL, INC.
BOTH
Issued 12/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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