Kevin P. Holland
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kevin Paul Holland, CFP® was a registered financial professional .
Kevin is a previously registered financial professional and started their career in finance in 1983. Kevin had worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1986
Experience
June 27, 1998 - February 19, 2014
OPTIMAL WEALTH & INVESTMENTS, INC.
November 6, 1997 - December 31, 2022
LPL FINANCIAL LLC
October 21, 1992 - December 31, 2022
LPL FINANCIAL LLC
November 1, 1983 - October 27, 1992
WADDELL & REED
State Registrations and Notice Filings
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Exams
Current Firm
OPTIMAL WEALTH & INVESTMENTS, INC.
CRD#: 124020 / SEC#:
Contact information
Red Flags
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