Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Holland is a financial advisor with Osaic Wealth, Inc. Jimmy has over 20 years of experience in the financial services industry. Jimmy is licensed to provide financial advice in Alabama, Georgia, Mississippi, New York and Oklahoma. Jimmy's specializations include financial planning, pension consulting, and portfolio management.
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.
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.
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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AL
09/01/2023 - Present
Osaic Wealth, Inc. (SHEFFIELD AL)
AL
12/17/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SHEFFIELD AL)
AL
03/03/2016 - 12/15/2021
HORNOR, TOWNSEND & KENT, LLC (MUSCLE SHOALS AL)
AL
06/29/2015 - 03/14/2016
SAGEPOINT FINANCIAL, INC. (MUSCLE SHOALS AL)
AL
04/23/2012 - 06/30/2015
PRUCO SECURITIES, LLC. (MUSCLE SHOALS AL)
AL
10/07/2011 - 02/07/2012
G.F. INVESTMENT SERVICES, LLC (MUSCLE SHOALS AL)
AL
10/04/2007 - 09/02/2009
AXA ADVISORS, LLC (MUSCLE SHOALS AL)
AL
09/06/2004 - 10/11/2007
METLIFE SECURITIES INC. (MUSCLE SHOALS AL)
AL
09/06/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MUSCLE SHOALS AL)
MA
12/23/1994 - 01/02/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/23/1994 - 01/02/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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