Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Quinn is an Investment Advisor Representative with Ernst & Young Investment Advisers LLP. Alexis has been in the industry for 2 years and has a Series 7, Series 66, and SIE license. Alexis holds a specialization in Retirement Planning, Portfolio Management, and Investment Advisory. Alexis' prior work experience is with Brighthouse Networks, Southeastern University, GTE Federal Credit Union and Tapfin/EY. Alexis is registered in Florida.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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FL
08/17/2017 - Present
Ernst & Young Investment Advisers LLP (Tampa FL)
FL
09/07/2016 - 07/13/2017
CETERA INVESTMENT SERVICES LLC (TAMPA FL)
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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