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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ethan? Claim Your ProfileEthan Van Holland is a financial advisor who has been in the industry since 2018. Ethan is currently registered with Avantax Advisory Services in Dallas, Texas, and Sheldon, Iowa. Ethan has a Series 6, Series 7, and Series 66 licenses. Ethan is also registered in Iowa, Minnesota, Washington and Wisconsin. Ethan has previous experience with Mutual of Omaha Investor Services, Inc., HD Vest Investment Services, P&L Accounting & Tax Service, LLP, and Wealth Management Reps. Ethan is committed to providing his clients with personalized financial advice and guidance. Ethan helps clients with financial planning, portfolio management, and other related services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/07/2020 - Present
Avantax Advisory Services (DALLAS TX)
IA
05/13/2019 - 12/17/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (IOWA CITY IA)
IL
09/15/2018 - 05/10/2019
HD VEST INVESTMENT SERVICES (OAK FOREST IL)
BOTH
Issued 04/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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