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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Shawn Collins is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Murrieta, California. Victor has been in the financial services industry since 1987, providing financial advice to individuals, families, and businesses. Victor holds a Series 7, Series 6, Series 22, and Series 63 license, as well as the SIE exam. Victor has extensive experience in financial planning, investment management, and retirement planning. Victor provides financial planning and investment management services to high net worth individuals, individuals other than high net worth, corporations, and pension plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
08/11/2020 - Present
Raymond James Financial Services Advisors, Inc. (Murrieta CA)
CA
03/10/2003 - 07/19/2017
EDWARD JONES (MURRIETA CA)
MA
07/12/1999 - 03/19/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
06/15/1992 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
11/04/1988 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
05/22/1987 - 12/14/1988
SECURITY FIRST FINANCIAL, INC.
IA
Issued 10/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1991
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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