Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Collins? Claim Your ProfileCollins Rolapp Jones is a financial advisor with over 20 years of experience in the industry. Collins is currently registered with Valic Financial Advisors, Inc. as an Investment Advisor Representative. Collins has been a registered representative since 1997 and is licensed in 11 states. Collins also has experience working with Wells Fargo Investments, LLC, LPL Financial Corporation, PFS Investments Inc., and Morgan Stanley DW Inc. Collins' specializations include investments, insurance and financial planning. Collins has experience providing financial advice to both individuals and businesses. Collins is dedicated to helping clients reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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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CA
10/24/2023 - Present
Valic Financial Advisors, Inc. (WOODLAND HILLS CA)
CA
07/31/2008 - 05/19/2009
WELLS FARGO INVESTMENTS, LLC (NEWPORT BEACH CA)
CA
03/01/2007 - 08/06/2008
LPL FINANCIAL CORPORATION (IRVINE CA)
GA
09/22/2004 - 02/21/2006
PFS INVESTMENTS INC. (DULUTH GA)
NY
11/25/1997 - 08/07/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 06/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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