Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory James Collins is a financial advisor with Raymond James Financial Services Advisors, Inc. Gregory has been in the financial industry since 2008 and is registered with the state of Michigan. Gregory also holds the Series 7, 63, and 9 licenses, as well as the SIE. Gregory has experience with providing financial planning, portfolio management, and educational seminars. Previously Gregory worked with PNC INVESTMENTS, NATCITY INVESTMENTS, INC., and HANTZ FINANCIAL SERVICES, INC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (Brimley MI)
MI
11/13/2009 - 10/02/2013
PNC INVESTMENTS (CHEBOYGAN MI)
MI
05/06/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (SAULT STE MARIE MI)
MI
10/22/2008 - 04/27/2009
HANTZ FINANCIAL SERVICES, INC. (SAULT STE. MARIE MI)
IA
Issued 12/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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