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Holland Jamison Slick

Osaic Institutions, Inc.

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About Holland Jamison Slick

Holland Jamison Slick is a financial advisor at Osaic Institutions, Inc. with 26 years of experience in the financial industry. Holland is registered with FINRA as a Registered Representative and is also registered as an Investment Advisor Representative in North Dakota. Holland has a Series 66 license and has passed the Series 7TO and SIE exams. Holland is licensed in 26 states and works with individuals, corporations, charitable organizations, and trusts. Holland offers a range of financial services, including financial planning, investment management, and pension consulting.

Firm Information

Holland Slick is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Holland Slick’s Registration & Firm History

ND

04/16/2019 - Present

Osaic Institutions, Inc. (Grand Forks ND)

ND

01/08/2019 - 02/01/2019

ALERUS SECURITIES CORPORATION (GRAND FORKS ND)

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Licenses & Designations

BOTH

Issued 04/10/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/03/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Holland Jamison Slick.
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