Unclaimed
John Wallace Collins is a financial advisor at Truist Advisory Services, Inc. John has been in the industry since April 2005 and is registered to offer investment advice in Florida and 51 other states. John has a wide range of experience, having worked for various financial institutions including BB&T Securities, LLC and Raymond James Financial Services, Inc. John offers a variety of financial planning and portfolio management services to individuals, corporations, and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
07/13/2016 - Present
Truist Advisory Services, Inc. (TAMPA FL)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
07/20/2006 - 10/05/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
08/31/2005 - 06/22/2006
MORGAN STANLEY DW INC. (TAMPA FL)
MN
10/08/2004 - 04/12/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/08/2004 - 04/12/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2016
Series 4 - Registered Options Principal Examination
BC
Issued 11/12/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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