Unclaimed
Michael Collins is an investment advisor representative with Citigroup Global Markets Inc., operating in Fountain Valley, CA. Michael has been in the industry since 2022, working with clients in California and Florida. Michael holds the Series 7TO, Series 63, and Series 65 licenses, demonstrating a strong understanding of the investment industry. Prior to joining Citigroup Global Markets Inc., Michael worked at Fidelity Brokerage Services LLC. With extensive experience in the financial services industry, Michael provides a wide range of services, including investment advice, financial planning, and portfolio management for individuals 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.
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.
Asset allocation advice
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
CA
10/25/2023 - Present
Citigroup Global Markets Inc. (Fountain Valley CA)
FL
06/29/2022 - 07/07/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 09/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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