Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dierdre? Claim Your ProfileDierdre Vallier Collins is a financial advisor with over 20 years of experience in the industry. Dierdre is currently registered with Integrated Wealth Concepts LLC and holds multiple licenses, including Series 6, 7, 22, 24, 51, 63, 65, and 66. Dierdre has previously worked with several other firms, including LPL Financial LLC, Lincoln Financial Advisors Corporation, Investors Capital Corp., and Cambridge Investment Research, Inc. Dierdre specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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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MA
02/23/2017 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
02/17/2017 - 01/20/2022
LPL FINANCIAL LLC (WALTHAM MA)
MA
01/04/2016 - 02/27/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (Bedford MA)
MA
06/01/2012 - 01/30/2016
INVESTORS CAPITAL CORP. (BURLINGTON MA)
MA
03/16/2011 - 06/29/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (WESTBORO MA)
MA
12/04/2006 - 03/29/2011
LPL FINANCIAL LLC (SOUTHBOROUGH MA)
MA
08/26/2005 - 12/11/2006
NEXT FINANCIAL GROUP, INC. (BEDFORD MA)
MA
05/10/2002 - 08/26/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
12/13/1993 - 05/10/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 02/19/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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