Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven G. Collins is an investment advisor representative registered with Kingswood Wealth Advisors, LLC and has been in the industry since March 3, 1988. Steven is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63, and 65 licenses. Steven's primary area of focus is financial planning, providing advisory services to individuals and businesses. Steven has experience working with high-net-worth individuals, corporations, and pension plans. In addition to his work as an advisor, Steven also runs his own independent insurance agency, The Collins Group, focusing on life insurance, variable and fixed annuities. Steven is registered to provide investment advisory services in Arizona, California, Illinois, North Carolina, Ohio, Oregon, South Carolina and Texas.
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.
Hourly consulting
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
AZ
04/13/2023 - Present
Kingswood Wealth Advisors, LLC (PHOENIX AZ)
NY
08/16/2017 - 06/15/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (NEW YORK NY)
AZ
06/19/2006 - 08/15/2017
FINANCIAL WEST GROUP (PHOENIX AZ)
AZ
05/18/1993 - 06/26/2006
NYLIFE SECURITIES INC. (PHENOX AZ)
MN
06/09/1987 - 08/21/1992
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 04/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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