Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Collins, a financial advisor with over 25 years of experience in the industry, is currently affiliated with Morgan Stanley. David holds a variety of licenses including Series 7, 63, 66 and SIE and is registered to provide investment advice in multiple states. Throughout his career, he has held positions at several firms including Merrill Lynch, J.P. Morgan Securities Inc., Deutsche Bank Securities Inc. and BT Alex. Brown Incorporated. David provides a range of financial services, including investment advice, financial planning, and asset allocation. David is also involved in Collins Capital Real Estate LLC, a real estate holding company.
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
NY
02/18/2022 - Present
Morgan Stanley (Purchase NY)
NY
06/13/2012 - 02/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
07/09/2002 - 07/25/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/14/1999 - 07/15/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/01/1997 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
03/20/1991 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
BOTH
Issued 08/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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