Unclaimed
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 12 years of experience in the financial services industry. Jeffrey is registered with Park Avenue Securities LLC and holds Series 66, 7 and SIE licenses. Jeffrey is registered with the following states: Maryland, North Carolina, and South Carolina. Jeffrey's previous experience includes working with LPL Financial LLC and Edward Jones.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NC
09/21/2022 - Present
Park Avenue Securities LLC (CHARLOTTE NC)
SC
12/16/2014 - 09/23/2022
LPL FINANCIAL LLC (ROCK HILL SC)
NC
12/17/2010 - 11/06/2014
EDWARD JONES (CHARLOTTE NC)
BOTH
Issued 12/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Collins is the right advisor for you? Invested Better is here to help.
