Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Holland is a financial advisor with over 17 years of experience in the financial services industry. Robert is currently registered with Western Wealth Management LLC as an Investment Advisor Representative. Prior to this, Robert was employed with KESTRA INVESTMENT SERVICES, LLC and INVEST FINANCIAL CORPORATION, where he was also registered as a broker-dealer. Robert holds Series 6, 7, 63, and 65 licenses as well as the Securities Industry Essentials Examination, and is a Certified Financial Planner™. Robert has a diverse client base, working with high-net-worth individuals, families, and charitable organizations. Robert is a highly experienced and knowledgeable financial advisor who can provide a wide range of services, including financial planning, portfolio management, and retirement planning.
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
CO
11/04/2020 - Present
Western Wealth Management LLC (Golden CO)
CO
03/24/2011 - 11/06/2020
KESTRA INVESTMENT SERVICES, LLC (Lakewood CO)
CO
06/30/2005 - 03/28/2011
INVEST FINANCIAL CORPORATION (DENVER CO)
WI
10/29/2004 - 07/12/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 11/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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