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Gregory Dale Collins

Osaic Wealth, Inc.

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About Gregory Dale Collins

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.

Firm Information

Gregory Collins is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Collins’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Gregory Dale Collins. Review regulatory record here.
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