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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Collins is a financial advisor with over 20 years of experience in the industry. William currently works for Kingsview Wealth Management, LLC and previously worked for American Century Investment Services Inc, Pershing LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, AllianceBernstein Investment Research and Management, Inc., and Aetna Investment Services, Inc. William holds a Series 63, 65, 66, 7, 9, 10, and 23 securities licenses. William specializes in providing financial planning, portfolio management for individuals, businesses, and investment companies, and selection of other advisers. William also works with a variety of client types including individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, 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.
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.
Strategic management for diversified investment portfolios.
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
OR
03/27/2019 - Present
Kingsview Wealth Management, LLC (GRANTS PASS OR)
MO
01/16/2013 - 11/10/2017
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NJ
07/15/2010 - 11/11/2011
PERSHING LLC (JERSEY CITY NJ)
NJ
06/02/2004 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
TN
08/27/1996 - 05/13/2004
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
CT
08/19/1994 - 01/18/1996
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 02/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2011
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 03/08/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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