Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Matthew Holland is an investment advisor representative with Millennium Investment And Retirement Advisors, LLC. James has been in the industry since 1991. James has Series 6, 7 and 66 licenses and has experience in providing financial and investment advice to individuals and pension and profit-sharing plans. The firm has a presence in Charlotte, North Carolina. James is an active investment advisor representative in North Carolina and Texas.
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.
Guidance on pension options to ensure a secure financial future.
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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NC
09/26/2024 - Present
Millennium Investment AND Retirement Advisors, LLC (CHARLOTTE NC)
NC
04/20/2007 - 11/14/2008
STERLING MONROE SECURITIES, LLC (WAXHAW NC)
NY
01/27/2003 - 12/31/2005
PGP FINANCIAL, INC. (GREAT RIVER NY)
CA
08/08/2000 - 11/04/2002
SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)
NY
09/16/1998 - 07/13/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
CT
03/24/1998 - 09/04/1998
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NJ
07/18/1996 - 09/03/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
MO
02/22/1994 - 11/06/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NJ
09/30/1991 - 01/21/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 09/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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