Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Collings is a financial advisor with over 40 years of experience in the financial services industry. Charles is currently registered with Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Charles has held previous positions with firms like Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Charles specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, businesses, and institutions. Charles is committed to providing personalized advice and helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
02/25/2021 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
PA
02/21/2006 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
01/31/1996 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
11/03/1987 - 01/25/1996
LEGG MASON WOOD WALKER, INCORPORATED
NA
10/30/1987 - 11/03/1987
LEGG MASON MASTEN INC.
NA
05/21/1985 - 10/30/1987
LEGG MASON WOOD WALKER, INCORPORATED
NA
05/18/1982 - 05/21/1985
COLLINGS LEGG MASON, INC.
BC
Issued 10/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1984
Series 24 - General Securities Principal Examination
BC
Issued 07/08/1982
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1977
PC - AMEX Put and Call Exam
BC
Issued 08/19/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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