Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Holland is a financial advisor in Boulder, Colorado. Peter has been in the industry since November 2014. Peter is currently registered with LPL Financial LLC and has been associated with this firm since July 2023. Peter's previous employers include Lincoln Financial Securities Corporation, MML Investors Services, LLC and MSI Financial Services, Inc. Peter has passed the Series 7 and Series 66 exams. Peter's areas of specialization include: retirement planning, college planning, estate planning, and insurance. Peter is also a licensed insurance agent. Peter is a member of the National Association of Insurance and Financial Advisors (NAIFA). Peter is committed to providing personalized financial advice to help clients 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
08/03/2023 - Present
LPL Financial LLC (BOULDER CO)
CO
12/14/2020 - 07/25/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (Boulder CO)
CO
03/25/2017 - 12/11/2020
MML INVESTORS SERVICES, LLC (Boulder CO)
CA
11/05/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FOSTER CITY CA)
BOTH
Issued 01/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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