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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Collins is a financial advisor with Fidelity Personal And Workplace Advisors, a firm headquartered in Boston, Massachusetts. Alan has been in the industry since June 2006 and is registered to provide investment advice in 53 states. Alan is also a Registered Representative and has a Series 6, 7, 26, 63 and 66 licenses. Alan has extensive experience in financial planning, portfolio management for both individuals and businesses and educational seminars.
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.
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.
1
2
NC
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (APEX NC)
NC
06/19/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CARY NC)
BOTH
Issued 05/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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