Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Lynn Collins is a registered Investment Advisor Representative, licensed in Michigan. Theresa has been in the financial services industry since 2006 and is currently employed with Paragon Retirement Planning, Inc. Theresa provides investment advisory services to individuals, including financial planning and selection of other advisers.
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.
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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MI
03/05/2024 - Present
Paragon Retirement Planning, Inc. (TROY MI)
IA
Issued 01/05/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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