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Holland, Dean, Robert

Firm:
Optimal Wealth & Investments, Inc.
Treasurer, Director
Type: Not Actively Registered
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Description

Holland, Dean, Robert an executive and has an ownership stake of Optimal Wealth & Investments, Inc., based in Naperville, IL. Holland, Dean, Robert has held an industry securities registration for less than a year.

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

Holland, Dean, Robert has not answered any questions on Financial Q&A.

Top Guides

Holland, Dean, Robert has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Optimal Wealth & Investments, Inc. 20 years, 7 months Oct 1992 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of , and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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There is currently no information available.

Advisor Exams

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Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Fixed Fees