Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Collins is a financial advisor with Truist Advisory Services, Inc. located in GOLDSBORO, NC. Jonathan has been in the financial services industry since 2012 and has experience with Truist Investment Services, Inc., BB&T Securities, LLC, and BB&T Investment Services, Inc.. Jonathan is a Certified Financial Planner and is registered to provide investment advice in Delaware, Florida, Georgia, North Carolina, South Carolina, Tennessee, and Virginia. Jonathan specializes in working with individuals, high net worth individuals, trusts, 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
NC
07/11/2022 - Present
Truist Advisory Services, Inc. (GOLDSBORO NC)
NC
11/29/2021 - 07/18/2022
FIFTH THIRD SECURITIES, INC. (RALEIGH NC)
NC
02/17/2021 - 11/17/2021
TRUIST INVESTMENT SERVICES, INC. (WAKE FOREST NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
09/25/2012 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WAKE FOREST NC)
BOTH
Issued 11/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Collins is the right advisor for you? Invested Better is here to help.
