Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Roger Collins is a financial professional with over 20 years of experience in the industry. Guy has a strong track record of providing financial guidance to individuals and businesses. Guy's expertise includes financial planning, pension consulting, educational seminars, and selection of other advisors. Guy is currently registered with Osaic Wealth, Inc., and previously held positions at TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, M HOLDINGS SECURITIES, INC., METLIFE SECURITIES INC., NEWPORT GROUP SECURITIES, INC., and METROPOLITAN LIFE INSURANCE COMPANY. Guy holds Series 7, 63, and 26 licenses. Guy is committed to providing his clients with personalized financial solutions.
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.
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2
NC
08/23/2024 - Present
Osaic Wealth, Inc. (Charlotte NC)
NC
04/08/2022 - 08/23/2024
TRIAD ADVISORS LLC (Charlotte NC)
TX
06/03/2014 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
OR
01/03/2012 - 06/03/2014
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
GA
01/29/2008 - 12/14/2011
METLIFE SECURITIES INC. (ATLANTA GA)
FL
11/13/2006 - 11/29/2007
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
TX
09/01/2005 - 10/13/2006
METLIFE SECURITIES INC. (DALLAS TX)
TX
09/01/2005 - 10/13/2006
METROPOLITAN LIFE INSURANCE COMPANY (DALLAS TX)
TX
09/01/2005 - 06/20/2006
NEW ENGLAND SECURITIES (DALLAS TX)
CA
09/01/2005 - 06/20/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
08/23/2004 - 06/20/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
09/01/2005 - 06/06/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MA
11/21/2000 - 08/11/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 01/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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