Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camie? Claim Your ProfileCamie Quigley is a financial advisor with Petros Family Wealth, LLC. Camie has been in the industry for over 20 years, with prior experience at firms such as Wells Fargo Clearing Services, LLC, RBC Dain Rauscher Inc., and Financial Network Investment Corporation. Camie holds FINRA Series 63, 66, and 7 licenses. Camie provides financial planning services for individuals, businesses, and charitable organizations. Camie also provides portfolio management for individuals and businesses. Camie's expertise is in the area of retirement planning.
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.
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.
Monthly subscription to financial planning tools
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MN
08/16/2023 - Present
Petros Family Wealth, LLC (BLOOMINGTON MN)
MN
09/24/2012 - 08/16/2023
WELLS FARGO CLEARING SERVICES, LLC (BLOOMINGTON MN)
NY
10/03/2002 - 04/15/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
CA
06/23/1999 - 10/15/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MI
02/04/2002 - 03/04/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
10/28/1996 - 06/07/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/28/1996 - 06/07/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
TX
01/17/1996 - 10/11/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
03/13/1992 - 09/08/1994
DAIN BOSWORTH INCORPORATED
MN
06/07/1991 - 05/21/1992
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 10/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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