Unclaimed
Ann Quintin is a financial professional with over 7 years of experience in the industry. She currently holds a Series 6 and Series 63 license and has been registered with PFS Investments Inc. since January 2022. Ann's previous experience with PFS Investments Inc. began in April 2015. Ann focuses on providing financial guidance and portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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RI
01/22/2022 - Present
PFS Investments Inc. (JOHNSTON RI)
RI
04/09/2015 - 12/31/2021
PFS INVESTMENTS INC. (JOHNSTON RI)
BC
Issued 04/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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