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John Martin Collins

Infinity Financial Services Advisory

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About John Martin Collins

John Martin Collins is a financial advisor with Infinity Financial Services Advisory based in Oakland, California. John has been in the industry since 1977 and has a Series 63, Series 6TO, SIE, and Series 1. John is registered in Connecticut and Florida and has a strong track record of providing financial advice to a wide range of clients, including high net worth individuals, corporations, and individuals. John also holds an independent insurance agent license and provides life insurance sales.

Firm Information

John Collins is currently registered with Infinity Financial Services Advisory. Infinity Financial Services Advisory is an investment advisory firm based in Oakland, CA. The firm has over 30 years of experience providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. Infinity Financial Services Advisory manages over $145 million in assets and has a strong track record of success. The firm is committed to providing its clients with personalized attention and customized investment solutions.
Infinity Financial Services Advisory

212 9TH STREET

OAKLAND, CA 94607

$145.05M

Assets Under Management

13

Total Clients

34

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Collins’s Registration & Firm History

CA

01/04/2023 - Present

Infinity Financial Services Advisory (OAKLAND CA)

CT

04/04/2016 - 05/12/2021

INFINITY FINANCIAL SERVICES (Madison CT)

CT

01/02/2015 - 01/15/2016

METLIFE SECURITIES INC. (WEST HARTFORD CT)

CT

08/22/1977 - 01/02/2015

NEW ENGLAND SECURITIES (WEST HARTFORD CT)

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Licenses & Designations

BC

Issued 09/06/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for John Martin Collins. Review regulatory record here.
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