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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Collins is a financial advisor with Robert W. Baird & Co. Inc. Jeffrey has been in the industry since August 24, 2014. He specializes in a number of areas including financial planning, pension consulting, and portfolio management. Jeffrey holds Series 63, 66, 7, 79 and SIE licenses. Jeffrey has been registered with the state of Illinois since January 5, 2016 and also holds registrations with the state of Florida and Texas. Jeffrey has previously worked with H2C Securities INC. and Hammon Hanlon Camp LLC.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IL
10/24/2017 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
GA
05/23/2014 - 10/02/2015
H2C SECURITIES INC. (ATLANTA GA)
BOTH
Issued 04/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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