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Merit Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

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Stephen C Collins

Private Wealth Advisor

Franchise Owner

Merit Wealth Management

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An Ameriprise Private Wealth Advisor

Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

stephen.c.collins@ampf.com

PHONE

951.320.2260

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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

Estate Planning Strategies
Retirement Planning Strategies
Retirement Income Strategies
Small Business
Retirement Plan Distribution
Investments
Insurance

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Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Hunting, Fishing & Camping

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Markets & Economy: Insights on market conditions and trends. From My Practice: Personal finance and retirement planning.

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This offer is valid only in the United States.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

corporate entities and important disclosures | terms of use | privacy and security center | about email fraud | online security guarantee

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Connect with us

949.258.7368

MeritWealthManagement@ampf.com

Office Locations

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Locations

View more location details.

Tustin
14771 Plaza Dr Ste M
Tustin CA, 92780-8012

Tustin
14771 Plaza Dr Ste F
Tustin CA, 92780-2779

Spokane
601 W 1st Ave Ste 1406
Spokane WA, 99201-3825

El Segundo
222 Pacific Coast Hwy Fl 10
El Segundo CA, 90245

Stephen C Collins may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0691685

AR License #734855

The Confident Retirement approach is not a guarantee of future financial results.
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An Ameriprise Financial Franchise
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
The Compass is a trademark of Ameriprise Financial, Inc.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

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Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.

Stephen C Collins
Private Wealth Advisor

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I look forward to helping you achieve your financial goals. Prepare for our meeting

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial cannot guarantee future financial results.

This offer is only valid in the United States.

corporate entities and important disclosures | terms of use | privacy and security center | about email fraud

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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When you refer me, the person you refer will receive an email with a link to my website. From there, they can learn more about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. I will receive your contact’s information and may reach out to them directly.

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Stephen C Collins
Private Wealth Advisor

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Ameriprise Financial cannot guarantee future financial results.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

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