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 in Dallas, Texas, with over 20 years of experience in the industry. Brian has worked for several firms, including Fidelity Brokerage Services LLC and Raymond James Financial Services, Inc. Currently, Brian is a registered representative with Wells Fargo Clearing Services, LLC. Brian has passed a number of industry exams, including Series 6, 7, 63 and 66. He is also a Certified Financial Planner.
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.
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.
Investment consulting services to institutional clients
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.
1
2
TX
07/13/2016 - Present
Wells Fargo Clearing Services, LLC (DALLAS TX)
TX
11/04/2015 - 07/11/2016
PFS INVESTMENTS INC. (DALLAS TX)
TX
05/30/2013 - 11/15/2013
SILVER OAK SECURITIES, INCORPORATED (FORT WORTH TX)
TX
09/30/2010 - 06/07/2011
NATIONAL PLANNING CORPORATION (FORTH WORTH TX)
TX
05/12/2008 - 11/04/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
05/07/1998 - 04/09/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
04/26/1996 - 05/07/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 07/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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