Unclaimed
Harrilyn Collins has been a financial professional for over 30 years. Her experience spans several firms, including UBS Financial Services Inc. and Prudential-Bache Securities Inc. Harrilyn is currently a registered representative with Wells Fargo Clearing Services, LLC and is licensed in several states, including Colorado, Idaho, Texas and Washington. She holds various licenses including Series 7, 8, 10, 63, 65 and 99TO. Harrilyn has been with Wells Fargo Advisors, LLC, since 2005, and has a deep understanding of the financial services industry. Harrilyn is committed to helping her clients 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.
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.
1
2
ID
05/22/2024 - Present
Wells Fargo Clearing Services, LLC (COEUR D'ALENE ID)
CO
05/20/2005 - 03/03/2015
WELLS FARGO ADVISORS, LLC (DENVER CO)
NJ
06/26/1990 - 05/27/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/23/1988 - 06/19/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Harrilyn Collins is the right advisor for you? Invested Better is here to help.