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 with over 30 years of experience in the industry. Brian has held various positions at prominent firms, including Citigroup Global Markets Inc., Morgan Stanley, and Wells Fargo Clearing Services, LLC. Brian Quinn is currently registered as a registered representative with Wells Fargo Clearing Services, LLC and is licensed in Florida. Brian Quinn has a broad range of experience in the financial services industry and is equipped to assist clients with a variety of financial needs.
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
FL
06/16/2017 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
FL
06/01/2009 - 06/16/2017
MORGAN STANLEY (Palm Beach Gardens FL)
FL
08/09/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NORTH PALM BEACH FL)
FL
10/16/1998 - 08/17/2007
A. G. EDWARDS & SONS, INC. (PALM BEACH GARDENS FL)
FL
08/27/1998 - 11/06/1998
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
FL
12/14/1992 - 08/22/1997
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
NY
11/20/1992 - 12/16/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 10/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/1992
Series 7 - General Securities 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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