Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ann Collins is a financial advisor with over 30 years of experience in the financial industry. Collins is currently registered with LPL Financial LLC. Previously, Collins was registered with WS Griffith Securities, Inc. and Home Life Insurance Company. Collins is registered with the state of New York and Texas, and holds a Series 7, Series 24, Series 51, and Series 63 license. Collins offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
NY
04/27/2015 - Present
LPL Financial LLC (PITTSFORD NY)
CT
04/24/1985 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
04/24/1985 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 05/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/04/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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