Unclaimed
Linda Collins is a financial advisor with UBS Financial Services Inc. with over 20 years of experience in the financial services industry. Linda has held licenses in over 12 states and worked for several firms. Previously, Linda held positions at Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Linda specializes in providing financial advice for individuals, businesses, and corporations. Linda also holds Series 7, Series 10, Series 9, and Series 63 licenses. Linda is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
MI
04/27/2010 - Present
UBS Financial Services Inc. (TROY MI)
MI
06/01/2009 - 05/18/2010
MORGAN STANLEY SMITH BARNEY (BLOOMFIELD HILLS MI)
MI
09/04/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLOOMFIELD HILLS MI)
MI
01/26/1999 - 09/10/2007
CITIGROUP GLOBAL MARKETS INC. (GROSSE POINTE MI)
BC
Issued 02/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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