Unclaimed
Bryan Eugene Quinn is a financial advisor with Citigroup Global Markets Inc. Bryan has been in the financial industry since 2002. He is registered in 53 states and holds the following licenses: Series 63, Series 66, Series 7, and SIE. Bryan's specializations include asset allocation advice, financial planning, pension consulting, and portfolio management for individuals and businesses. Previously, Bryan was a financial advisor at NEUBERGER BERMAN LLC, BARCLAYS CAPITAL INC., and LEHMAN BROTHERS INC.
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.
Asset allocation advice
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.
1
2
PA
08/23/2010 - Present
Citigroup Global Markets Inc. (PHILADELPHIA PA)
NY
06/01/2009 - 08/25/2010
NEUBERGER BERMAN LLC (NEW YORK NY)
PA
09/22/2008 - 12/02/2008
BARCLAYS CAPITAL INC. (PHILADELPHIA PA)
PA
05/06/2003 - 09/22/2008
LEHMAN BROTHERS INC. (PHILADELPHIA PA)
NY
06/11/2002 - 06/06/2003
C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)
NY
03/06/2001 - 10/18/2001
C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)
BOTH
Issued 06/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bryan Quinn is the right advisor for you? Invested Better is here to help.