Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Edward Gimlin is a financial advisor with Prime Capital Financial in Overland Park, KS. Collin Edward Gimlin has been in the financial industry for over 10 years. Collin Edward Gimlin is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 63 and 65 licenses, as well as the Series 6TO and SIE exams. Collin Edward Gimlin has experience working with clients in a variety of industries and is committed to providing personalized financial advice to help clients achieve their financial goals. Collin Edward Gimlin specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Collin Edward Gimlin is also a registered representative with NYLIFE Securities 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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
KS
04/07/2021 - Present
Prime Capital Financial (OVERLAND PARK KS)
MO
09/21/2020 - 03/09/2021
NYLIFE SECURITIES LLC (SPRINGFIELD MO)
IA
Issued 03/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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