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 professional with over 13 years of experience in the financial services industry. Jimmy is currently registered with Osaic Wealth, Inc. and holds Series 7, 63, and 66 licenses. Prior to joining Osaic Wealth, Inc., Jimmy worked with SagePoint Financial, Inc. and G.F. Investment Services, LLC. Jimmy focuses on providing financial planning services and portfolio management for individuals and businesses.
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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2
AL
09/01/2023 - Present
Osaic Wealth, Inc. (SHEFFIELD AL)
AL
12/19/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SHEFFIELD AL)
AL
02/15/2012 - 06/21/2012
G.F. INVESTMENT SERVICES, LLC (MUSCLE SHOALS AL)
AL
01/31/2011 - 06/29/2011
METLIFE SECURITIES INC. (BIRMINGHAM AL)
AL
02/09/2010 - 12/10/2010
ING FINANCIAL PARTNERS, INC. (MUSCLE SHOALS AL)
AL
03/12/2009 - 05/26/2009
AXA ADVISORS, LLC (MUSCLE SHOALS AL)
BC
Issued 01/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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