Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Collins is an investment advisor representative registered with Wincap Financial LLC. Michael is a Chartered Financial Analyst, holding a Series 65 license, and has been in the industry since 2012. Michael has experience working with both high-net-worth individuals and individuals other than high-net-worth. Michael offers financial planning and portfolio management services. Michael provides financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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.
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MA
11/20/2024 - Present
Wincap Financial LLC (BOSTON MA)
IA
Issued 11/22/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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