Unclaimed
Paul Lawrence Collins is a financial advisor with Impact Partnership Wealth, LLC. Paul has been in the financial services industry for over 20 years. Paul is registered to provide investment advisory services in Hawaii. Paul's previous employers include Foresters Equity Services, Inc., Symetra Investment Services, Inc., American General Securities Incorporated, Allstate Financial Services, LLC, LSA Securities, Inc., Security First Financial, Inc., Cowles, Sabol & Company, Incorporated, NML Equity Services, Inc., and Robert W. Baird & Co. Incorporated.
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.
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.
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2
GA
11/14/2022 - Present
Impact Partnership Wealth, LLC (MARIETTA GA)
CA
06/29/2009 - 10/02/2012
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
FL
12/08/2006 - 08/16/2007
SYMETRA INVESTMENT SERVICES, INC. (LAUDERHILL FL)
AZ
02/20/2003 - 08/23/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NE
09/25/2000 - 07/29/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NE
11/13/1998 - 01/09/2000
LSA SECURITIES, INC. (LINCOLN NE)
CA
09/04/1997 - 10/26/1998
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
CA
01/17/1996 - 08/19/1997
COWLES, SABOL & COMPANY, INCORPORATED (CAMARILLO CA)
CA
05/11/1993 - 02/14/1996
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
WI
08/14/1989 - 01/09/1990
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
08/14/1989 - 12/01/1989
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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