Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Collins is a financial advisor with over 17 years of experience in the financial services industry. Adam currently works with Osaic Wealth, Inc., a firm that manages over $94 billion in assets. Adam provides financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. Adam is licensed in over 20 states including Arizona, Michigan, Minnesota, and Texas. Prior to joining Osaic Wealth, Inc., Adam worked at United Securities Alliance, Inc. and Northwestern Mutual Investment Services, LLC.
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
MN
02/19/2025 - Present
Osaic Wealth, Inc. (HASTINGS MN)
MN
01/10/2007 - 02/26/2007
UNITED SECURITIES ALLIANCE, INC. (RED WING MN)
MN
09/28/2005 - 01/05/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAGAN MN)
BOTH
Issued 10/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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