Unclaimed
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.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
ND
04/16/2019 - Present
Osaic Institutions, Inc. (Grand Forks ND)
ND
01/08/2019 - 02/01/2019
ALERUS SECURITIES CORPORATION (GRAND FORKS ND)
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
Active
Inactive
F
FINRA
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