Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Collins is an investment advisor representative with Trajan Wealth, LLC. Michael has been in the industry for over 30 years and has a wide range of experience. Michael has held licenses in multiple states, including Texas, Nebraska, and Colorado. Michael is currently registered in Texas. Michael also holds several securities licenses, including Series 63, 66, 7, and 8. In addition to his investment advisory work, Michael is also an insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1031 advisory fees
1
2
TX
06/01/2021 - Present
Trajan Wealth, LLC (FRISCO TX)
TX
05/16/2019 - 03/11/2020
LPL FINANCIAL LLC (DALLAS TX)
TX
10/23/2014 - 05/29/2019
CHARLES SCHWAB & CO., INC. (Dallas TX)
NE
09/23/2013 - 10/14/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LINCOLN NE)
NE
03/29/2012 - 09/12/2013
MORGAN STANLEY (LINCOLN NE)
NE
01/03/2011 - 03/30/2012
WELLS FARGO ADVISORS, LLC (WEST POINT NE)
NE
07/22/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NORFOLK NE)
NE
01/18/1996 - 07/14/2008
CHARLES SCHWAB & CO., INC. (LINCOLN NE)
CO
08/04/1994 - 11/16/1995
D.E. FREY & COMPANY, INC. (DENVER CO)
CA
06/18/1993 - 08/05/1994
ROCKEFELLER, ROTHSCHILD, & STEELE (BEVERLY HILLS CA)
CO
06/05/1992 - 06/11/1993
STRATEGIC RESOURCE MANAGEMENT, INC. (AURORA CO)
NY
09/16/1991 - 05/21/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
MN
09/09/1991 - 09/27/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/09/1991 - 09/27/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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