Unclaimed
Robert William Collings is a financial advisor associated with U.S. Bancorp Investments, Inc. located in Seattle, Washington. Robert has been in the financial industry for over 10 years, first registering with Chase Investment Services Corp. in 2012. Prior to joining U.S. Bancorp Investments, Inc., Robert worked for Key Investment Services LLC and J.P. Morgan Securities LLC. Robert is a licensed Series 6 and Series 63 representative. Robert specializes in a number of areas, including investments for individual clients, investments for businesses, and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
05/19/2020 - Present
U.s. Bancorp Investments, Inc. (Seattle WA)
WA
10/27/2015 - 05/04/2020
KEY INVESTMENT SERVICES LLC (SEATTLE WA)
WA
10/01/2012 - 09/09/2015
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
02/17/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BURIEN WA)
BC
Issued 02/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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