Unclaimed
Gregory Collins is a financial advisor with Osaic Wealth, Inc., providing financial planning, pension consulting and educational seminars. Gregory's work experience spans over 30 years, including prior roles with United Securities Alliance, Inc., FSC Securities Corporation, and Lutheran Brotherhood Securities Corp. Gregory holds a Series 6, 7, 63 and 66 license and has been actively registered in multiple states for over a decade. In addition to his advisory services, Gregory has active business interests in insurance and financial corporations. Gregory is passionate about building lasting relationships with his clients and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
06/02/2003 - 02/26/2007
UNITED SECURITIES ALLIANCE, INC. (RED WING MN)
GA
04/15/2002 - 05/28/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
03/16/1993 - 04/25/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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