Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Quinn is a financial advisor who has been active in the financial industry for over a decade. Brian is currently registered with Vivaldi Capital Management LP and is registered with the state of California. Brian has experience in various financial services, including financial planning and portfolio management.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
09/23/2019 - Present
Vivaldi Capital Management LP (CHICAGO IL)
CA
10/01/2012 - 09/11/2019
J.P. MORGAN SECURITIES LLC (LOS GATOS CA)
CA
03/06/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOS GATOS CA)
IL
02/09/2010 - 03/06/2012
J.P. MORGAN SECURITIES LLC (NAPERVILLE IL)
IL
02/13/2009 - 01/14/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (LISLE IL)
IL
03/09/2007 - 03/10/2009
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
BOTH
Issued 04/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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