Unclaimed
Robert Collins is an active investment advisor representative with Edward Jones, a firm with over $800 billion in assets under management. Robert is registered with the state of Texas to provide investment advice, and has been in the financial services industry since 2007. Robert has a wide range of experience, including working for BBVA Compass and BBVA Securities Inc. Robert specializes in providing investment advice to individuals, businesses, and trusts.
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.
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.
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.
See schedule d - miscellaneous
1
2
TX
04/05/2022 - Present
Edward Jones (OVILLA TX)
TX
05/16/2013 - 04/30/2015
BBVA SECURITIES INC. (ENNIS TX)
TX
03/04/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ENNIS TX)
TX
01/16/2007 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (ENNIS TX)
TX
03/16/2005 - 01/03/2007
NEW ENGLAND SECURITIES (DALLAS TX)
BOTH
Issued 04/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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