Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collin? Claim Your ProfileCollin Thayer Graves is a financial advisor with Fidelity Personal And Workplace Advisors. Collin has been in the financial services industry since 2014 and holds the Series 63, Series 66, Series 7 and SIE licenses. Collin has worked with Fidelity Personal And Workplace Advisors since 2018. Before that, Collin worked with AXA Advisors, LLC in Fort Worth, Texas. Collin is registered to provide investment advice in 22 states, including California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia and West Virginia. Collin specializes in providing financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
07/14/2014 - 02/08/2018
AXA ADVISORS, LLC (FORT WORTH TX)
BOTH
Issued 04/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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