Unclaimed
Robert James Mara is an Investment Advisor Representative with Holland Advisory Services, Inc. Robert has been in the financial services industry since 2010. Robert has passed the Uniform Investment Adviser Law Examination. Robert is registered with the state of Florida. Robert's firm, Holland Advisory Services, Inc., is located in Ormond Beach, Florida. Robert is involved in the following areas: Financial Advice, Financial Planning, Pension Consulting, and Portfolio Management for Individuals. In addition to being an Investment Advisor Representative, Robert is also a Partner of RJMWAM PROPERTIES, LLC and RJMWAM PROPERTIES II, LLC, which are both commercial rental property 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.
Personalized portfolio management to meet individual financial objectives.
Financial 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.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
Holland Advisory Services, Inc. (ORMOND BEACH FL)
IA
Issued 03/31/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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