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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Bryce Collins is an active investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Geoffrey has been in the securities industry since 1998. Geoffrey has experience with Wells Fargo Advisors Financial Network, LLC, WELLS FARGO CLEARING SERVICES, LLC, ADVANTAGE CAPITAL CORPORATION, FSC SECURITIES CORPORATION, LEGEND EQUITIES CORPORATION, and DEAN WITTER REYNOLDS INC. Geoffrey holds the Series 63, 66, 24, 7, and SIE securities licenses and is also a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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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2
NC
03/04/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON NC)
NC
12/07/2004 - 03/04/2022
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
GA
01/28/2002 - 12/08/2004
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
11/18/1999 - 08/26/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
12/21/1998 - 09/02/1999
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
NY
05/20/1998 - 10/13/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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