Unclaimed
Clinton Samuel Quinn is an active investment advisor representative with Osaic Wealth, Inc., based in LONGVIEW, TX. Clinton has been in the industry for over 10 years, having previously worked for LPL FINANCIAL LLC and Raymond James Financial Services, Inc. Clinton has a strong background in financial planning and portfolio management, and is also a Certified Financial Planner. Clinton is a highly experienced and qualified investment advisor representative who is dedicated to providing personalized financial advice to help clients reach 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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/01/2023 - Present
Osaic Wealth, Inc. (LONGVIEW TX)
TX
06/14/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LONGVIEW TX)
TX
08/27/2021 - 06/13/2023
LPL FINANCIAL LLC (LONGVIEW TX)
TX
06/04/2021 - 09/02/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (LONGVIEW TX)
BOTH
Issued 07/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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