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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Walter Collins is an active investment advisor representative licensed in 28 states. Charles Walter Collins is affiliated with Raymond James Financial Services Advisors, Inc. Charles Walter Collins has been in the industry since August 25, 1987. Charles Walter Collins is licensed to provide securities and investment advisory services to individuals, businesses, and institutions. Charles Walter Collins specializes in financial planning, pension consulting, and portfolio management. Charles Walter Collins is committed to providing clients with personalized service and tailored investment solutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
06/08/2020 - Present
Raymond James Financial Services Advisors, Inc. (COLUMBUS GA)
GA
02/13/2013 - 11/01/2018
RAYMOND JAMES & ASSOCIATES, INC. (COLUMBUS GA)
GA
01/09/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (COLUMBUS GA)
NY
01/03/1994 - 11/10/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
11/28/1988 - 01/06/1994
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
NA
05/21/1987 - 10/20/1988
CB&T DISCOUNT BROKERAGE
IA
Issued 07/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/05/1988
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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