Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ray Collins is a financial advisor with Independent Financial Partners. Daniel has been in the financial industry since September 17, 1984. Daniel is registered with FINRA and the state of Florida. Daniel is also registered as an investment advisor representative with the state of Florida. Daniel has worked with a number of firms over the years, including LPL Financial, LLC and Mutual Service Corporation.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment 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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
04/16/2008 - Present
Independent Financial Partners (TAMPA FL)
FL
09/08/2009 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
05/08/1995 - 09/08/2009
MUTUAL SERVICE CORPORATION (TAMPA FL)
NY
06/07/1991 - 04/18/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
11/02/1990 - 06/07/1991
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
12/12/1986 - 03/22/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/19/1983 - 12/19/1986
THOMSON MCKINNON SECURITIES INC.
BOTH
Issued 04/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1992
Series 3 - National Commodity Futures Examination
BC
Issued 10/13/1983
Series 5 - Interest Rate Options Examination
BC
Issued 05/20/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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