Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Collins has been in the financial services industry since May 16, 1997. Matthew is currently registered with Invesco Advisers, Inc. as an Investment Advisor Representative. Matthew has previously worked for Blackrock Investments, LLC., FAM Distributors, Inc., Essex National Securities, Inc., Intercarolina Financial Services, Inc., MML Investors Services, Inc., and Putnam Mutual Funds Corp. Matthew is registered in 53 states and the District of Columbia as a broker-dealer and in Texas as an Investment Advisor. Matthew holds the Series 6, 7, 63, and 65 licenses and the Securities Industry Essentials (SIE) exam.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
07/29/2015 - Present
Invesco Advisers, Inc. (QUINCY MA)
MA
09/29/2006 - 01/22/2015
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
NY
10/26/1998 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
CA
07/30/1998 - 10/19/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NC
10/10/1996 - 12/16/1997
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
MA
07/03/1996 - 10/15/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
01/03/1996 - 04/10/1996
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BC
Issued 07/12/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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