Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin McCarty is an investment advisor representative, registered with both the state of Missouri and Texas, working with Next Financial Group, Inc. Collin McCarty is also an insurance agent. Collin McCarty has been in the financial services industry since September 1995. Collin McCarty is located in Columbia, Missouri and holds licenses for Series 6, 63 and 65 securities exams, as well as the SIE exam. Collin McCarty works with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Collin McCarty offers financial planning, portfolio management, 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.
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.
Seminar/workshop attendance fees
1
2
MO
12/22/2023 - Present
Next Financial Group, Inc. (Columbia MO)
MO
06/30/1998 - 09/27/2021
THE O.N. EQUITY SALES COMPANY (Columbia MO)
NE
04/25/1995 - 02/17/1998
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 11/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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