Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Felipe Quintero is a financial advisor with over 10 years of experience in the financial services industry. Andres is currently registered with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in assets under management, and provides financial advice to a wide range of clients, including high net worth individuals, corporations and charitable organizations. Andres's previous experience includes working with Wells Fargo Advisors, LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Andres holds the Series 6, 7, 63, 66, and SIE licenses. Andres's specializations include investment planning, retirement planning, and estate planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
08/03/2018 - Present
Cetera Investment Advisers LLC (BLOOMFIELD NJ)
NJ
10/16/2015 - 08/08/2016
CETERA INVESTMENT SERVICES LLC (Totowa NJ)
NJ
05/21/2014 - 10/13/2015
WELLS FARGO ADVISORS, LLC (ROCKAWAY NJ)
NJ
10/01/2012 - 05/02/2014
J.P. MORGAN SECURITIES LLC (PATERSON NJ)
NJ
02/01/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CLIFTON NJ)
NJ
10/10/2011 - 01/06/2012
WELLS FARGO ADVISORS, LLC (CLIFTON NJ)
BOTH
Issued 03/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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