Unclaimed
Mcray Link Collett is an investment advisor representative with Osaic Wealth, Inc. located in Scottsdale, Arizona. Mcray Collett has been in the securities industry since June 3, 2017. Mcray Collett also worked for TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., ROYAL ALLIANCE ASSOCIATES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., ADVANTAGE CAPITAL CORPORATION, AMERICAN GENERAL SECURITIES INCORPORATED, and SUNAMERICA SECURITIES, INC. Mcray Collett holds the Series 66, Series 9, Series 10, Series 24, Series 99TO, Series 7TO, SIE, and Series 7 licenses.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
06/16/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
06/16/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
06/16/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
06/16/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
06/16/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/15/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
03/15/2007 - 12/14/2009
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
03/13/2007 - 12/14/2009
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/31/2005 - 12/14/2009
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
03/13/2007 - 03/03/2009
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
AZ
03/12/2007 - 10/29/2008
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
07/04/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 07/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/09/2022
Series 99TO - Operations Professional Examination
BC
Issued 11/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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