Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Quinones is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. David is licensed to provide investment advice in 53 states, as well as Puerto Rico and the Virgin Islands. David has a combined 4 years of experience in the securities industry. David holds the Series 7, Series 66 and Series 63 licenses, as well as the SIE certification. David previously worked as a financial advisor for Wells Fargo Clearing Services, LLC. David specializes in financial planning, portfolio management, and educational seminars. David is committed to providing personalized and comprehensive financial advice to help clients 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.
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.
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MI
09/01/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENVILLE MI)
UT
01/13/2020 - 03/22/2021
WELLS FARGO CLEARING SERVICES, LLC (MIDVALE UT)
BOTH
Issued 11/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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