Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Collins has been a financial advisor for over 27 years. William has worked for several firms including A. G. Edwards & Sons, Inc., WELLS FARGO ADVISORS, LLC, and MORGAN STANLEY. William is currently registered with Cetera Investment Advisers LLC as a Registered Representative and Investment Advisor Representative and has Series 7, 31, 63 and 66 licenses. William specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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.
1
2
MI
11/17/2023 - Present
Cetera Investment Advisers LLC (Farmington Hills MI)
MI
05/28/2010 - 09/21/2023
MORGAN STANLEY (Birmingham MI)
MI
01/01/2008 - 06/01/2010
WELLS FARGO ADVISORS, LLC (TROY MI)
MI
09/16/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TROY MI)
BOTH
Issued 05/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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