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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Collins is a financial advisor with CWA Asset Management Group, located in Naples, Florida. Thomas has been a financial advisor for over 15 years and has experience in helping clients with a variety of financial planning needs, including retirement planning, college savings, and estate planning. Thomas has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Thomas has earned the Certified Financial Planner™ designation and has passed several industry exams, including the Series 7 and Series 66.
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.
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FL
01/19/2023 - Present
CWA Asset Management Group (NAPLES FL)
FL
06/09/2022 - 01/06/2023
MORGAN STANLEY (Naples FL)
FL
11/26/2018 - 05/20/2022
J.P. MORGAN SECURITIES LLC (MARCO ISLAND FL)
IN
02/08/2017 - 11/20/2018
CUSO FINANCIAL SERVICES, L.P. (INDIANAPOLIS IN)
IN
09/15/2015 - 09/15/2016
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IN
11/14/2013 - 08/13/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CARMEL IN)
OH
03/19/2007 - 10/15/2013
FIDELITY BROKERAGE SERVICES LLC (CINCINNATI OH)
BOTH
Issued 06/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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