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 15 years of experience in the industry. Brian has a wide range of experience in financial planning and investment management. Brian is a Certified Financial Planner and holds several licenses, including the Series 6, 7, 63, and 66. Brian currently works at Commonwealth Financial Network, a large firm with over 3,300 investment advisor representatives. Commonwealth Financial Network provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. Brian is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
08/03/2023 - Present
Commonwealth Financial Network (Bend OR)
OR
11/28/2016 - 08/11/2023
EDWARD JONES (Bend OR)
AZ
10/15/2008 - 10/20/2016
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 01/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Quinn is the right advisor for you? Invested Better is here to help.
