Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott A. Holland is an active investment advisor representative with Morgan Stanley. Scott A. Holland has been in the industry since November 12, 2007. Scott A. Holland has been registered with Morgan Stanley since April 2013. Previously, Scott A. Holland was registered with J.P. MORGAN SECURITIES LLC from October 1, 2008 to April 18, 2013, and J.P. MORGAN SECURITIES INC. from November 13, 2007 to October 1, 2008. Scott A. Holland has passed the Series 63, Series 7, and SIE exams. Scott A. Holland is also a Chartered Financial Analyst.
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
PA
05/05/2020 - Present
Morgan Stanley (West Conshohocken PA)
PA
10/01/2008 - 04/18/2013
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
PA
11/13/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (PHILADELPHIA PA)
BC
Issued 12/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Scott Holland is the right advisor for you? Invested Better is here to help.
