Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inna? Claim Your ProfileInna Collins is a financial advisor at MAI Capital Management, LLC in Charlotte, North Carolina. Inna has been working in the financial services industry since 2008. Inna is a Certified Financial Planner™ professional and has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Inna has a strong understanding of investment strategies and financial planning, and 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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
NC
07/28/2022 - Present
MAI Capital Management, LLC (Charlotte NC)
NC
01/23/2018 - 05/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNTERSVILLE NC)
NC
07/28/2014 - 12/20/2017
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
06/24/2014 - 08/05/2014
HEWITT FINANCIAL SERVICES LLC (CHARLOTTE NC)
NC
12/18/2012 - 04/15/2014
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NY
06/16/2010 - 09/07/2012
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MN
03/18/2008 - 05/05/2010
NEW ENGLAND SECURITIES (MINNETONKA MN)
BOTH
Issued 02/16/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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