Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ann? Claim Your ProfileAnn Diangelis Quinn is a financial advisor with over 25 years of experience in the industry. Ann currently works at LPL Financial LLC. Previously, Ann has worked at Lucia Securities, LLC, First Allied Securities, Inc., Asset Planning Solutions, Inc., First Allied Securities, Inc., and Planner’s Independent Management, Inc. Ann holds Series 7, Series 63, Series 66, and SIE licenses. Ann is registered to provide investment advice in California. Ann specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
09/01/2020 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
11/17/2015 - 12/31/2020
LUCIA SECURITIES, LLC (CARLSBAD CA)
CA
01/02/2002 - 10/04/2013
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/23/1999 - 12/31/2001
ASSET PLANNING SOLUTIONS, INC. (SAN DIEGO CA)
CA
11/03/1997 - 10/06/1999
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
03/28/1995 - 11/06/1997
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
CA
04/21/1994 - 11/29/1994
PLANNER'S INDEPENDENT MANAGEMENT, INC. (SAN MARCOS CA)
BOTH
Issued 12/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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