Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Weir is a financial advisor at Morgan Stanley. Collin has been a financial advisor since 2003, and has extensive experience working with a variety of clients. Collin has a Series 66, Series 7, Series 9, Series 10, and SIE licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IN
03/26/2020 - Present
Morgan Stanley (Indianapolis IN)
MA
06/14/2012 - 06/01/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NJ
12/21/2005 - 04/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLAINSBORO NJ)
NY
05/21/2003 - 07/26/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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