Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth Collins has been in the financial services industry since 1984 and is currently registered as a Registered Representative with Wells Fargo Clearing Services, LLC. Mary is also a Registered Investment Advisor and holds licenses in California and Texas. Mary has experience working with individuals, families, corporations and charitable organizations. Mary Elizabeth Collins can provide investment consulting, financial planning, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
06/17/2011 - Present
Wells Fargo Clearing Services, LLC (LA JOLLA CA)
CA
11/05/1999 - 04/15/2010
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
NY
03/07/1997 - 11/11/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
10/05/1990 - 03/10/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NA
06/25/1987 - 04/24/1990
SECURITY PACIFIC INVESTMENTS, INC.
CA
01/21/1986 - 04/24/1990
SECURITY PACIFIC INVESTMENTS, INC. (OAKLAND CA)
NA
09/08/1984 - 08/22/1985
FIRST CERTIFIED CORPORATION
NA
07/26/1984 - 11/30/1984
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
01/25/1984 - 03/23/1984
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 08/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1988
Series 4 - Registered Options Principal Examination
BC
Issued 10/30/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/13/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mary Collins is the right advisor for you? Invested Better is here to help.
