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Gregory Holland is an investment advisor representative with O'hagan Group, Inc. Gregory is based in Bethlehem, PA, and has been in the industry since 2013. Gregory is registered with the state of Pennsylvania, and has passed the Uniform Investment Adviser Law Examination (Series 65). Gregory has experience with high-net-worth individuals and individuals other than high-net-worth individuals. Gregory Holland specializes in providing financial planning, portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
09/30/2021 - Present
O'Hagan Group, Inc. (BETHLEHEM PA)
IA
Issued 06/14/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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