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Anabel Quintero

MV Capital Management, Inc.

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About Anabel Quintero

Anabel Quintero is an investment advisor representative with MV Capital Management, Inc. Anabel has been in the industry since 1995, holding licenses in both Maryland and New York. Anabel has worked for several firms over her career, including Purzhe Kaplan Sterling Investments and Securian Financial Services, Inc. Her specializations include Financial Planning, Pension Consulting, and Educational Seminars. Anabel primarily works with high net worth individuals, charitable organizations, and pension and profit sharing plans. Anabel has a strong track record of providing investment advice and portfolio management services to clients of MV Capital Management, Inc.

Firm Information

Anabel Quintero is currently registered with MV Capital Management, Inc.. MV Capital Management, Inc. is an investment advisor based in Bethesda, MD with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. MV Capital Management, Inc. primarily serves high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
MV Capital Management, Inc.

3 BETHESDA METRO CENTER

BETHESDA, MD 20814-6336

$1.07B

Assets Under Management

2

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anabel Quintero’s Registration & Firm History

MD

02/02/2006 - Present

MV Capital Management, Inc. (BETHESDA MD)

MD

05/16/2006 - 02/12/2016

PURSHE KAPLAN STERLING INVESTMENTS (BETHESDA MD)

MD

05/01/1995 - 05/16/2006

SECURIAN FINANCIAL SERVICES, INC. (BETHESDA MD)

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Licenses & Designations

IA

Issued 12/08/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/28/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anabel Quintero.
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