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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Holland is a financial advisor with over 20 years of experience in the industry. John is currently registered with Morgan Stanley and holds licenses in both Florida and Massachusetts. John has a broad range of experience, having previously worked at firms such as UBS Financial Services Inc., Meridian Capital Partners, LLC, Meridian Investments, Inc., and Oppenheimer & Co. Inc. John's expertise includes investment advisory services, financial planning, 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
10/15/2015 - Present
Morgan Stanley (PURCHASE NY)
MA
11/01/2011 - 01/29/2014
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
06/14/2007 - 12/31/2009
MERIDIAN CAPITAL PARTNERS, LLC (QUINCY MA)
MD
05/04/2007 - 12/31/2009
MERIDIAN INVESTMENTS, INC. (BETHESDA MD)
MA
04/07/2005 - 05/01/2007
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
02/08/1999 - 04/05/2005
IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
IA
Issued 10/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/02/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2014
Series 3 - National Commodity Futures Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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