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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lloyd Holland is a financial advisor with over 20 years of experience in the industry. Steven is currently registered with The Holland Group, Retirement Wealth Advisors, LLC in Clearwater, FL. Steven has a wide range of experience in providing financial advice to both individuals and small businesses. Steven specializes in financial planning, retirement planning, and investment management. Steven holds the Series 6, 7, 65 and 66 licenses and has earned the distinction of being a Registered Investment Advisor (RIA) with the state of Florida. Steven is committed to providing his clients with personalized and comprehensive financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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FL
01/01/2025 - Present
THE Holland Group, Retirement Wealth Advisors, LLC (CLEARWATER FL)
FL
09/23/2005 - 02/21/2014
MUTUAL TRUST CO. OF AMERICA SECURITIES (CLEARWATER FL)
TX
04/22/2002 - 09/23/2005
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
03/15/1996 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
09/25/1995 - 12/07/1995
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
AZ
12/08/1994 - 09/05/1995
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NE
10/12/1994 - 12/02/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
12/09/1992 - 10/04/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 11/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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