Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheltse? Claim Your ProfileCheltse Quinn is a Registered Representative with J. W. Cole Advisors, Inc. Cheltse has been in the securities industry since 2014 and has a Series 7, Series 66, and SIE licenses. Cheltse is a Registered Investment Advisor in Florida and has experience working with high-net-worth individuals, corporations, and other businesses. Cheltse Quinn is also the Office Manager for Cornerstone Financial Partners LLC.
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.
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.
Hourly & fixed rate consulting
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
FL
09/02/2020 - Present
J. W. Cole Advisors, Inc. (Gainesville FL)
BOTH
Issued 08/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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