Unclaimed
Edward Robert Collins is a registered representative and investment advisor representative with over 24 years of experience in the financial services industry. Edward Robert Collins is currently registered with LPL Financial LLC in New Jersey and Texas. Edward Robert Collins has also been registered with Summit Equities, Inc. in the past. Edward Robert Collins holds the Series 7, Series 24, and Series 66 licenses and is a Certified Financial Planner. Edward Robert Collins has been active in the financial services industry since December 6, 1998. Edward Robert Collins's current registrations are with LPL Financial LLC and is active in 29 states for broker-dealer registrations and 2 states for investment advisor registrations.
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.
Consulting and other non-discretionary advisory services
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
NJ
03/17/2015 - Present
LPL Financial LLC (LEBANON NJ)
NJ
12/07/1998 - 07/17/2008
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BOTH
Issued 01/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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