Unclaimed
Nathan Collins is a financial professional with over 30 years of experience in the industry. Nathan has a strong track record of success in providing financial advice and investment management services to individuals, families, businesses, and charitable organizations. Nathan is currently registered with Stonex Advisors Inc. and has previously been registered with PLANMEMBER SECURITIES CORPORATION, THE STRATEGIC FINANCIAL ALLIANCE, INC., PROEQUITIES, INC. and REGIONS INVESTMENT COMPANY, INC. Nathan holds a variety of industry designations, including Certified Financial Planner and Chartered Financial Consultant.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
AL
03/14/2018 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
AL
09/21/2017 - 03/06/2018
PLANMEMBER SECURITIES CORPORATION (Birmingham AL)
GA
03/28/2016 - 07/13/2016
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
AL
05/31/2001 - 10/23/2014
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
05/24/1989 - 04/27/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
NA
07/07/1988 - 12/31/1988
REGIONS INVESTMENT COMPANY, INC.
IA
Issued 11/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 05/26/1989
Series 4 - Registered Options Principal Examination
BC
Issued 03/23/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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