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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 over 20 years of experience in the industry. He joined Raymond James Financial Services Advisors, Inc. in 2015. Prior to that, Jeffrey worked at Morgan Stanley. Jeffrey has a wide range of experience in various areas including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. He is a licensed and registered professional in multiple states and holds several industry certifications. Jeffrey provides a comprehensive approach to financial planning and wealth management and works with a variety of clients including high-net-worth individuals, families, businesses and retirement plans.
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
ND
05/11/2015 - Present
Raymond James Financial Services Advisors, Inc. (FARGO ND)
ND
06/01/2009 - 05/07/2015
MORGAN STANLEY (FARGO ND)
ND
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FARGO ND)
ND
01/16/2003 - 04/02/2007
MORGAN STANLEY DW INC. (FARGO ND)
MN
12/01/2000 - 01/15/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 03/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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