Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Collins is a financial advisor at LPL Financial LLC. Robert has been in the financial services industry since 1995. Robert has a Series 7, Series 6, Series 24, Series 31, and Series 63 licenses. Robert holds a variety of licenses, including a Series 7, Series 6, Series 24, Series 31, and Series 63. Robert is registered to provide financial advice in 32 states. Robert is a licensed insurance agent and can assist with non-variable insurance products. Robert specializes in providing financial advice to individuals, families, and small businesses.
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
TN
08/11/2009 - Present
LPL Financial LLC (FRANKLIN TN)
WI
09/05/1997 - 08/22/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
10/03/1995 - 08/22/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 12/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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