Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everett? Claim Your ProfileEverett Taylor Collins is a financial advisor with Raymond James & Associates, Inc., with over 30 years of experience in the financial services industry. Everett is registered with FINRA as a General Securities Representative and a Registered Investment Advisor. He has a Series 7, Series 63, and Series 65 license and holds a SIE designation. Everett focuses on providing financial planning and portfolio management services to individuals, corporations, and other businesses.
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
TX
02/26/2007 - Present
Raymond James & Associates, Inc. (DALLAS TX)
NY
03/02/1998 - 06/26/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
04/19/1994 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
LA
11/15/1990 - 03/21/1994
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC. (NEW ORLEANS LA)
IA
Issued 12/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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