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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Holland is a financial advisor registered with Cetera Investment Advisers LLC. Gary has been in the financial services industry since 1987 and is registered with the state of Massachusetts. Gary has also worked for VOYA FINANCIAL ADVISORS, INC. and AMERIPRISE FINANCIAL SERVICES, INC. in the past. Gary specializes in a variety of financial planning services including portfolio management for individuals and businesses, pension consulting and educational seminars. Gary holds Series 63, Series 7, and Series 1 licenses, as well as the Certified Financial Planner designation. Gary has a strong track record of providing high-quality financial advice to individuals and businesses.
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.
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.
1
2
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (Worcester MA)
MA
05/01/2015 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Leominster MA)
MA
04/29/1987 - 05/07/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Leominster MA)
MN
04/29/1987 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 5/1/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 5/22/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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