Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward James Collins has been in the financial services industry since 1988. Edward currently works for Raymond James & Associates, Inc. and is registered with the state of New York. Prior to this Edward was employed at UBS FINANCIAL SERVICES INC, LEHMAN BROTHERS INC and WELLS FARGO CLEARING SERVICES, LLC. Edward has a wide range of experience in the financial services industry, including financial planning, portfolio management and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NY
12/12/2024 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
03/13/1997 - 04/05/2013
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NA
12/24/1990 - 04/10/1997
LEHMAN BROTHERS INC.
NY
07/19/1988 - 04/10/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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