Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary William Holland is a financial advisor who has been in the industry since 1987. Gary is currently registered with Cetera Investment Advisers LLC. Prior to Cetera Investment Advisers LLC, Gary was employed by VOYA FINANCIAL ADVISORS, INC. and AMERIPRISE FINANCIAL SERVICES, INC.. Gary holds the Series 63, Series 7, Series 1 and SIE licenses. Gary is a Certified Financial Planner and has experience in providing financial planning, pension consulting and portfolio management 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.
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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MA
06/29/2023 - Present
Cetera Investment Advisers LLC (Leominster 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 05/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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