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Sheila Bernice Collins

CRD# 1865012·Registered 1988 - 2015
Previously Registered: Being a previously registered professional could mean that Sheila is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Sheila Bernice Collins was a registered financial advisor. Sheila was a previously registered financial professional and started their career in finance 1988 - 2015. Sheila had worked at 6 firms and has passed the Series 66, Series 7, Series 51, Series 28 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

38 years in the financial services industry

Current & Past Employments

RETIREMENT STRATEGIES, INC.·CRD# 134385
RIA
Jacksonville, FL
December 20, 2013 - December 31, 2015
TRIAD ADVISORS LLC·CRD# 25803
BD
Jacksonville, FL
October 18, 2011 - December 11, 2013
COLLINS CAPITAL MANAGEMENT, INC.·CRD# 128220
RIA
Jacksonville, FL
March 13, 2006 - May 7, 2014
INVEST FINANCIAL CORPORATION·CRD# 12984
RIA
Jacksonville, FL
October 3, 2002 - October 21, 2011
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Jacksonville, FL
October 1, 2002 - October 21, 2011
ALLEN C. EWING & CO.·CRD# 26102
BD
Jacksonville, FL
December 6, 2000 - October 4, 2002
SEARS. THOMPSON INVESTMENT GROUP, INC.·CRD# 7351
BD
Jacksonville, FL
October 25, 1988 - December 6, 2000

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Current Firm

RS
RETIREMENT STRATEGIES, INC.

RETIREMENT STRATEGIES, INC.

CRD#: 134385 / SEC#: 801-64010

Contact Information

Main Address

10751 Deerwood Park Boulevard Suite 302, Jacksonville, FL 32256

Documents

Latest Form ADV

Part 2 Brochures

PART 2A: FIRM BROCHURE (3/28/2018)

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 1999About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Oct 1988About the Series 7 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Feb 2003About the Series 51 exam

Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination

Passed Mar 1997About the Series 28 exam

Series 24 — General Securities Principal Examination

Passed May 1991About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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