Unclaimed
Michael Douglas Collins is a financial advisor with Diversify Advisory Services, LLC. Michael has been working in the financial industry since 2016, and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Michael is licensed in California, Ohio and Utah, and holds Series 66, 7 and SIE licenses. Michael is also a Marine Corps Reserve pilot and is a Marine for Life representative, helping active duty Marines transition to civilian life.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
UT
10/16/2023 - Present
Diversify Advisory Services, LLC (SANDY UT)
CA
09/30/2016 - 10/25/2023
WELLS FARGO CLEARING SERVICES, LLC (RANCHO SANTA FE CA)
BOTH
Issued 11/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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