Chuck Collins Email & Phone Number
Managing Partner | Branch Manager, RJFS @ Southeast Private Wealth
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Chuck Collins Location
- Columbus, GA, US
Chuck Collins Work
- 2018 -now Managing Partner | Branch Manager, RJFS @
- 2006 -2018 First Vice President - Investments @
- 2006 -2013 First Vice President @
- 1994 -2005 Vice President @
- 1983 -1993 Financial Advisor @
Chuck Collins Education
- College for Financial Planning
Accredited Asset Management Specialist, AAMS® (Asset Management)
2011 - Columbus State University
BBA (Finance)
- Kaplan University
Wealth Management Specialist (Wealth Management)
2015
Chuck Collins Skills
- Wealth Management
- Portfolio Management
- Estate Planning
- Investment Strategies
- Retirement Plan Consulting
- Investment Management
- Banking
- Bonds
- Employee Benefits
- Risk Management
- Retirement Planning
- Life Insurance
- Asset Allocation
- Asset Based Lending
- Small Business Lending
- Municipal Bonds
- Derivatives
- Private Equity
- Financial Modeling
- Financial Analysis
- Asset Management
- Financial Services
- Personal Budgeting
- Series 65
- Wealth Management Services
- Investment Banking
- Retirement
- Finance
- Mutual Funds
- Business Development
- Strategic Planning
- Customer Service
- Leadership
Chuck Collins Summary
- Chuck Collins, based in Columbus, GA, US, is currently a Managing Partner | Branch Manager, RJFS at Southeast Private Wealth. Chuck Collins brings experience from previous roles at Collins Wealth Advisors of Raymond James, Morgan Keegan & Company, Merrill Lynch and Synovus. Chuck Collins holds a Accredited Asset Management Specialist, AAMS® in Asset Management @ College for Financial Planning. With a robust skill set that includes Wealth Management, Portfolio Management, Estate Planning, Investment Strategies, Retirement Plan Consulting and more. Chuck Collins has 1 emails and 2 mobile phone numbers on RocketReach.
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