Unclaimed
Michael Collins is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC. Prior to that, Michael worked with Waddell & Reed, Inc. and Raymond James Financial Services. Michael has a wide range of experience in the financial services industry, including investment advisory, financial planning, and portfolio management. Michael is committed to providing clients with personalized financial advice and guidance to help 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.
Consulting and other non-discretionary advisory services
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
FL
09/30/2024 - Present
LPL Financial LLC (ST.PETERSBURG FL)
KS
09/11/1989 - 04/07/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 02/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Collins is the right advisor for you? Invested Better is here to help.