Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Thomas Collins is a financial advisor who has been in the industry since 1993. Gary is currently registered with LPL Financial LLC, a financial firm with a presence in North Carolina. Gary has a diverse background in the financial services industry, having worked for several firms over the years, including Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Citigroup Global Markets Inc. Gary holds various industry licenses and certifications including Series 7, Series 63, and Series 65. In addition to serving clients at LPL Financial, Gary also operates Stonebridge Financial Group, LLC, and SCM Arms, which are investment-related 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.
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.
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NC
07/08/2009 - Present
LPL Financial LLC (WAXHAW NC)
NC
06/01/2009 - 06/15/2009
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHARLOTTE NC)
FL
01/07/2005 - 04/02/2007
MORGAN STANLEY DW INC. (STUART FL)
NY
07/31/1993 - 01/13/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
01/23/1993 - 12/07/1993
MARINA SECURITIES, INC. (NORCROSS GA)
NY
07/08/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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