Unclaimed
Jason R. Holland is a financial advisor with Fifth Third Securities, Inc. in Gallatin, Tennessee. Jason has been in the financial services industry since 2021. Jason is a registered investment advisor representative in the state of Tennessee and holds Series 63, Series 65 and Series 6TO licenses. Jason specializes in providing financial planning, investment management, and selection of other advisors. Jason is committed to helping individuals and businesses achieve their financial goals.
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.
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.
Sponsor wrap fee program
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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2
TN
06/28/2022 - Present
Fifth Third Securities, Inc. (GALLATIN TN)
IA
Issued 6/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/3/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/3/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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